+18.7%
LBRT vs PTEN
+25.5%
-6.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.9% | -5.3% | -4.8% |
| 7D | -15.7% | -14.5% | -1.2% | -5.0% |
| 30D | -34.3% | -11.1% | -23.1% | -27.9% |
| 3M | -40.6% | -7.8% | -32.8% | -37.2% |
| 6M | -62.0% | -10.5% | -51.5% | -59.4% |
| YTD | -31.6% | +69.3% | -100.9% | -55.6% |
| 1Y | -25.8% | +70.5% | -96.3% | -52.1% |
| 3Y | -30.4% | -7.1% | -23.3% | -32.2% |
| 5Y | +18.7% | +29.1% | -10.5% | -18.3% |
| All | +18.7% | +25.5% | -6.9% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling