-52.8%
PODD vs LBRT
+26.7%
-79.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -4.4% | +13.8% | -18.2% | -5.3% |
| 30D | +8.1% | -32.4% | +40.5% | +10.8% |
| 3M | +2.9% | -39.9% | +42.8% | +6.3% |
| 6M | -5.7% | -60.8% | +55.1% | +0.7% |
| YTD | -47.5% | -29.3% | -18.2% | -47.8% |
| 1Y | -55.7% | -18.9% | -36.8% | -56.7% |
| 3Y | -3.7% | -28.0% | +24.2% | -7.9% |
| All | -52.8% | +26.7% | -79.5% | -60.3% |
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