+69.9%
PR vs LBRT
-27.7%
+97.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.6% |
| 7D | -9.5% | -15.7% | +6.2% | -6.4% |
| 30D | -5.7% | -34.3% | +28.6% | +1.9% |
| 3M | +3.0% | -40.6% | +43.6% | +12.9% |
| 6M | +11.8% | -62.0% | +73.8% | +34.1% |
| YTD | +58.5% | -31.6% | +90.1% | +69.6% |
| 1Y | +69.9% | -25.8% | +95.7% | +77.6% |
| All | +69.9% | -27.7% | +97.6% | +77.6% |
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