+46.9%
PBR vs LBRT
-17.1%
+64.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.2% |
| 7D | -1.0% | +9.2% | -10.2% | -2.4% |
| 30D | -29.3% | -27.5% | -1.8% | -26.1% |
| 3M | +5.5% | -37.9% | +43.4% | +12.3% |
| 6M | -2.9% | -60.7% | +57.8% | +10.6% |
| YTD | +61.5% | -28.5% | +90.0% | +64.8% |
| 1Y | +46.9% | -13.2% | +60.1% | +45.5% |
| All | +46.9% | -17.1% | +64.0% | +45.5% |
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