+0.7%
PL vs LBRT
-31.1%
+31.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +5.4% | +5.0% | +8.4% |
| 7D | -6.8% | -29.1% | +22.3% | +4.7% |
| 30D | -29.3% | -38.4% | +9.1% | -17.0% |
| 3M | -44.8% | -40.1% | -4.7% | -34.9% |
| 6M | -68.4% | -62.9% | -5.5% | -56.9% |
| YTD | -36.4% | -34.5% | -1.8% | -28.5% |
| 1Y | +0.7% | -30.2% | +30.9% | +7.5% |
| All | +0.7% | -31.1% | +31.8% | +7.5% |
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