+496.0%
PBR vs LBRT
+115.1%
+380.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -2.3% |
| 7D | +8.6% | +8.7% | -0.2% | +6.3% |
| 30D | +12.8% | +6.6% | +6.2% | +10.6% |
| 3M | +14.7% | -34.5% | +49.1% | +26.2% |
| 6M | +25.2% | -24.5% | +49.7% | +31.6% |
| YTD | +77.1% | +12.7% | +64.4% | +65.3% |
| 1Y | +69.6% | +94.8% | -25.3% | +31.7% |
| 3Y | +95.6% | +31.9% | +63.7% | +60.2% |
| All | +496.0% | +115.1% | +380.9% | +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