+53.6%
PANW vs LBRT
-23.3%
+76.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.6% |
| 7D | +2.5% | +13.8% | -11.3% | +0.9% |
| 30D | -18.7% | -32.4% | +13.7% | -16.4% |
| 3M | -16.6% | -39.9% | +23.3% | -14.0% |
| 6M | +49.7% | -60.8% | +110.5% | +54.8% |
| YTD | +75.2% | -29.3% | +104.4% | +73.8% |
| 1Y | +53.6% | -18.9% | +72.5% | +37.5% |
| All | +53.6% | -23.3% | +76.9% | +37.5% |
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