+1,681.1%
PLTR vs LBRT
+73.0%
+1,608.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.1% | -2.6% | +4.0% |
| 7D | -5.1% | -11.9% | +6.8% | -3.1% |
| 30D | -19.1% | -31.9% | +12.9% | -13.7% |
| 3M | -1.6% | -34.9% | +33.2% | +5.1% |
| 6M | +22.8% | -60.7% | +83.4% | +41.7% |
| YTD | -4.8% | -29.2% | +24.4% | -3.3% |
| 1Y | -4.9% | -23.6% | +18.7% | -4.9% |
| 3Y | +826.1% | -26.8% | +852.9% | +790.7% |
| 5Y | +597.7% | +16.3% | +581.4% | +521.7% |
| All | +1,681.1% | +73.0% | +1,608.0% | +1,369.1% |
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 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