+89.5%
PODD vs LBRT
-22.5%
+112.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +5.4% | -11.5% | -6.5% |
| 7D | -2.1% | -29.1% | +27.0% | -0.1% |
| 30D | +9.0% | -38.4% | +47.4% | +12.3% |
| 3M | +5.2% | -40.1% | +45.2% | +8.3% |
| 6M | -3.2% | -62.9% | +59.7% | +2.8% |
| YTD | -48.5% | -34.5% | -13.9% | -48.0% |
| 1Y | -54.7% | -30.2% | -24.5% | -54.6% |
| 3Y | -7.8% | -37.5% | +29.7% | -8.9% |
| 5Y | -52.4% | +7.6% | -60.0% | -55.6% |
| All | +89.5% | -22.5% | +112.0% | +59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling