+28.2%
PSA vs LBRT
-27.7%
+56.0%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.9% |
| 7D | +0.8% | -15.7% | +16.4% | -0.4% |
| 30D | +15.9% | -34.3% | +50.2% | +13.0% |
| 3M | +4.2% | -40.6% | +44.8% | +1.2% |
| 6M | +10.1% | -62.0% | +72.1% | +5.7% |
| YTD | +33.3% | -31.6% | +65.0% | +22.8% |
| 1Y | +28.2% | -25.8% | +54.0% | +17.0% |
| All | +28.2% | -27.7% | +56.0% | +17.0% |
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