+1,197.1%
PANW vs LBRT
+33.5%
+1,163.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.3% |
| 7D | -10.3% | +8.7% | -19.0% | -11.1% |
| 30D | -8.1% | +6.6% | -14.7% | -8.7% |
| 3M | +19.3% | -34.5% | +53.8% | +23.6% |
| 6M | +110.2% | -24.5% | +134.7% | +114.1% |
| YTD | +80.9% | +12.7% | +68.2% | +76.4% |
| 1Y | +73.3% | +94.8% | -21.6% | +58.7% |
| 3Y | +174.6% | +31.9% | +142.7% | +155.9% |
| 5Y | +327.1% | +111.8% | +215.2% | +272.9% |
| All | +1,197.1% | +33.5% | +1,163.6% | +942.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling