-20.7%
PFE vs LBRT
+115.1%
-135.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.3% |
| 7D | +1.8% | +8.7% | -7.0% | +1.5% |
| 30D | +10.2% | +6.6% | +3.6% | +10.0% |
| 3M | +12.7% | -34.5% | +47.2% | +13.9% |
| 6M | +10.5% | -24.5% | +35.0% | +11.1% |
| YTD | +20.2% | +12.7% | +7.4% | +18.8% |
| 1Y | +24.1% | +94.8% | -70.8% | +20.1% |
| 3Y | -3.6% | +31.9% | -35.4% | -6.7% |
| All | -20.7% | +115.1% | -135.9% | -17.1% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling