-14.2%
PL vs LBRT
-32.4%
+18.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -13.7% | +3.6% | -5.2% |
| 7D | -20.5% | -34.8% | +14.3% | -8.1% |
| 30D | -38.8% | -43.6% | +4.8% | -25.9% |
| 3M | -49.1% | -41.2% | -7.9% | -39.6% |
| 6M | -69.4% | -66.1% | -3.3% | -57.3% |
| YTD | -42.3% | -37.9% | -4.5% | -34.3% |
| 1Y | -14.2% | -33.9% | +19.7% | -7.3% |
| All | -14.2% | -32.4% | +18.3% | -7.3% |
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