-18.7%
PDD vs LBRT
+25.4%
-44.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.6% |
| 7D | -4.1% | +8.3% | -12.3% | -4.6% |
| 30D | -9.6% | +6.1% | -15.7% | -10.1% |
| 3M | -4.3% | -34.8% | +30.5% | -1.2% |
| 6M | -18.8% | -24.8% | +6.1% | -17.6% |
| YTD | -27.5% | +12.2% | -39.7% | -29.7% |
| 1Y | -33.6% | +94.0% | -127.6% | -39.9% |
| All | -18.7% | +25.4% | -44.1% | -28.0% |
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 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