-22.3%
PINS vs LBRT
-23.7%
+1.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.4% | -9.6% | -4.9% |
| 7D | -2.1% | -29.1% | +27.1% | +2.1% |
| 30D | -6.6% | -38.4% | +31.7% | -1.0% |
| 3M | -18.7% | -40.1% | +21.3% | -13.9% |
| 6M | -10.4% | -62.9% | +52.5% | +0.7% |
| YTD | -26.8% | -34.5% | +7.8% | -25.6% |
| 1Y | -27.9% | -30.2% | +2.4% | -27.6% |
| 3Y | -38.7% | -37.5% | -1.2% | -40.1% |
| 5Y | -59.0% | +7.6% | -66.6% | -64.3% |
| All | -22.3% | -23.7% | +1.4% | -47.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling