-31.8%
PNR vs LBRT
-25.0%
-6.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -11.2% | +14.5% | +3.1% |
| 7D | +11.9% | -25.3% | +37.2% | +11.7% |
| 30D | +37.1% | -32.9% | +70.0% | +37.0% |
| 3M | +5.7% | -33.3% | +39.0% | +5.4% |
| 6M | -5.7% | -61.0% | +55.3% | -4.9% |
| YTD | -29.8% | -28.0% | -1.8% | -33.3% |
| 1Y | -31.8% | -21.5% | -10.3% | -35.7% |
| All | -31.8% | -25.0% | -6.8% | -35.7% |
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