+333.4%
PANW vs LBRT
+131.3%
+202.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.8% | +0.7% |
| 7D | -6.9% | +6.9% | -13.9% | -7.6% |
| 30D | -7.4% | +7.8% | -15.2% | -8.2% |
| 3M | +26.5% | -25.3% | +51.8% | +29.6% |
| 6M | +104.2% | -19.6% | +123.7% | +106.8% |
| YTD | +82.9% | +17.2% | +65.8% | +76.5% |
| 1Y | +70.7% | +114.1% | -43.4% | +51.6% |
| 3Y | +170.9% | +27.0% | +143.9% | +148.0% |
| All | +333.4% | +131.3% | +202.1% | +280.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling