+172.3%
PCAR vs LBRT
+114.2%
+58.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.2% |
| 3M | +5.9% | -34.8% | +40.7% | +11.5% |
| 6M | +0.4% | -24.8% | +25.2% | +2.9% |
| YTD | +14.8% | +12.2% | +2.6% | +9.8% |
| 1Y | +30.1% | +94.0% | -63.9% | +12.0% |
| 3Y | +66.7% | +31.3% | +35.4% | +48.4% |
| All | +172.3% | +114.2% | +58.1% | +111.0% |
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