-52.0%
PODD vs LBRT
+115.1%
-167.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.5% | -2.2% |
| 7D | +1.6% | +8.7% | -7.1% | +0.9% |
| 30D | +10.7% | +6.6% | +4.1% | +10.0% |
| 3M | +0.7% | -34.5% | +35.2% | +3.8% |
| 6M | -39.3% | -24.5% | -14.8% | -38.5% |
| YTD | -48.1% | +12.7% | -60.8% | -49.8% |
| 1Y | -57.4% | +94.8% | -152.3% | -61.7% |
| 3Y | -23.3% | +31.9% | -55.1% | -29.9% |
| All | -52.0% | +115.1% | -167.1% | -58.5% |
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