+69.5%
PR vs LBRT
+100.7%
-31.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.8% |
| 7D | +2.9% | +8.3% | -5.3% | +1.6% |
| 30D | +18.0% | +6.1% | +11.9% | +16.7% |
| 3M | +16.9% | -34.8% | +51.6% | +25.1% |
| 6M | +28.2% | -24.8% | +53.0% | +33.9% |
| YTD | +69.3% | +12.2% | +57.1% | +66.1% |
| 1Y | +69.5% | +94.0% | -24.5% | +47.6% |
| All | +69.5% | +100.7% | -31.2% | +47.6% |
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