+118.9%
PNC vs LBRT
+33.5%
+85.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | +1.4% | +8.7% | -7.3% | -0.3% |
| 30D | -3.8% | +6.6% | -10.4% | -5.2% |
| 3M | +9.0% | -34.5% | +43.5% | +16.9% |
| 6M | +16.6% | -24.5% | +41.1% | +20.6% |
| YTD | +20.4% | +12.7% | +7.7% | +13.7% |
| 1Y | +22.3% | +94.8% | -72.5% | +0.8% |
| 3Y | +124.5% | +31.9% | +92.7% | +92.7% |
| 5Y | +54.1% | +111.8% | -57.8% | +12.6% |
| All | +118.9% | +33.5% | +85.4% | +31.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling