+70.4%
PCAR vs LBRT
+25.4%
+45.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | 0.0% |
| 7D | -0.5% | +8.3% | -8.8% | -1.6% |
| 30D | -6.2% | +6.1% | -12.4% | -7.1% |
| 3M | +5.9% | -34.8% | +40.7% | +11.4% |
| 6M | +0.4% | -24.8% | +25.2% | +2.7% |
| YTD | +14.8% | +12.2% | +2.6% | +9.1% |
| 1Y | +30.1% | +94.0% | -63.9% | +9.8% |
| All | +70.4% | +25.4% | +45.0% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling