+1,735.1%
PLTR vs LBRT
+175.5%
+1,559.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -4.7% |
| 7D | -6.4% | +8.7% | -15.2% | -7.8% |
| 30D | +10.0% | +6.6% | +3.4% | +8.6% |
| 3M | +23.0% | -34.5% | +57.5% | +30.9% |
| 6M | +13.8% | -24.5% | +38.3% | +16.7% |
| YTD | -1.9% | +12.7% | -14.6% | -7.5% |
| 1Y | +11.6% | +94.8% | -83.2% | -6.5% |
| 3Y | +1,048.4% | +31.9% | +1,016.6% | +903.5% |
| 5Y | +554.4% | +111.8% | +442.6% | +435.6% |
| All | +1,735.1% | +175.5% | +1,559.5% | +1,304.6% |
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