+18.1%
PG vs LBRT
-17.1%
+35.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.1% |
| 7D | +2.7% | +9.2% | -6.5% | +3.5% |
| 30D | +9.2% | -27.5% | +36.7% | +6.6% |
| 3M | +18.5% | -37.9% | +56.4% | +14.6% |
| 6M | +21.1% | -60.7% | +81.8% | +12.9% |
| YTD | +21.9% | -28.5% | +50.4% | +19.5% |
| 1Y | +18.1% | -13.2% | +31.3% | +18.5% |
| All | +18.1% | -17.1% | +35.2% | +18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling