+37.6%
PPG vs LBRT
-25.0%
+62.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -11.2% | +16.2% | +4.0% |
| 7D | +7.5% | -25.3% | +32.8% | +5.2% |
| 30D | +20.9% | -32.9% | +53.8% | +17.7% |
| 3M | +8.7% | -33.3% | +42.0% | +6.0% |
| 6M | +23.8% | -61.0% | +84.8% | +15.7% |
| YTD | +26.5% | -28.0% | +54.5% | +19.7% |
| 1Y | +37.6% | -21.5% | +59.1% | +32.3% |
| All | +37.6% | -25.0% | +62.6% | +32.3% |
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 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