+123.5%
LBRT vs PTEN
+135.1%
-11.5%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.1% | +1.0% | +1.9% |
| 7D | +10.2% | -1.7% | +11.9% | +11.1% |
| 30D | +4.9% | +18.6% | -13.7% | -5.2% |
| 3M | -21.2% | +12.5% | -33.7% | -27.1% |
| 6M | -19.9% | +41.9% | -61.8% | -34.3% |
| YTD | +20.8% | +117.8% | -97.0% | -21.3% |
| 1Y | +123.5% | +145.3% | -21.8% | +42.3% |
| All | +123.5% | +135.1% | -11.5% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling