-21.1%
PODD vs LBRT
+26.0%
-47.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.5% | -2.1% |
| 7D | +1.6% | +8.7% | -7.1% | +1.3% |
| 30D | +10.7% | +6.6% | +4.1% | +10.3% |
| 3M | +0.7% | -34.5% | +35.2% | +2.5% |
| 6M | -39.3% | -24.5% | -14.8% | -38.9% |
| YTD | -48.1% | +12.7% | -60.8% | -49.5% |
| 1Y | -57.4% | +94.8% | -152.3% | -60.9% |
| All | -21.1% | +26.0% | -47.1% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling