-0.4%
PL vs LBRT
-25.0%
+24.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -11.2% | +4.8% | -2.5% |
| 7D | -11.7% | -25.3% | +13.6% | -2.8% |
| 30D | -27.1% | -32.9% | +5.7% | -17.1% |
| 3M | -44.6% | -33.3% | -11.3% | -37.2% |
| 6M | -67.2% | -61.0% | -6.2% | -56.4% |
| YTD | -35.9% | -28.0% | -7.8% | -30.8% |
| 1Y | -0.4% | -21.5% | +21.1% | +1.1% |
| All | -0.4% | -25.0% | +24.6% | +1.1% |
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 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