+53.5%
PSA vs LBRT
-38.0%
+91.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.4% | -6.3% | -0.9% |
| 7D | +3.9% | -29.1% | +33.1% | +3.7% |
| 30D | +19.7% | -38.4% | +58.1% | +19.6% |
| 3M | +4.3% | -40.1% | +44.3% | +4.2% |
| 6M | +11.4% | -62.9% | +74.3% | +12.1% |
| YTD | +33.9% | -34.5% | +68.5% | +31.7% |
| 1Y | +28.3% | -30.2% | +58.5% | +25.7% |
| 3Y | +53.5% | -37.5% | +90.9% | +45.4% |
| All | +53.5% | -38.0% | +91.5% | +45.4% |
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