+552.9%
PLTR vs LBRT
+115.1%
+437.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -4.8% |
| 7D | -6.4% | +8.7% | -15.2% | -8.1% |
| 30D | +10.0% | +6.6% | +3.4% | +8.3% |
| 3M | +23.0% | -34.5% | +57.5% | +32.5% |
| 6M | +13.8% | -24.5% | +38.3% | +17.2% |
| YTD | -1.9% | +12.7% | -14.6% | -9.0% |
| 1Y | +11.6% | +94.8% | -83.2% | -10.8% |
| 3Y | +1,048.4% | +31.9% | +1,016.6% | +860.3% |
| All | +552.9% | +115.1% | +437.8% | +391.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling