+79.3%
PR vs LBRT
+25.4%
+53.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -2.0% |
| 7D | +2.9% | +8.3% | -5.3% | 0.0% |
| 30D | +18.0% | +6.1% | +11.9% | +15.1% |
| 3M | +16.9% | -34.8% | +51.6% | +34.5% |
| 6M | +28.2% | -24.8% | +53.0% | +38.1% |
| YTD | +69.3% | +12.2% | +57.1% | +51.8% |
| 1Y | +69.5% | +94.0% | -24.5% | +12.2% |
| All | +79.3% | +25.4% | +53.9% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling