+62.2%
PANW vs LBRT
-25.0%
+87.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -11.2% | +10.6% | +0.4% |
| 7D | -11.8% | -25.3% | +13.6% | -9.6% |
| 30D | -14.4% | -32.9% | +18.4% | -11.8% |
| 3M | -5.0% | -33.3% | +28.3% | -2.4% |
| 6M | +88.6% | -61.0% | +149.5% | +96.4% |
| YTD | +88.9% | -28.0% | +117.0% | +85.8% |
| 1Y | +62.2% | -21.5% | +83.7% | +49.2% |
| All | +62.2% | -25.0% | +87.3% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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