+96.1%
PSX vs LBRT
-23.3%
+119.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | +6.4% | +13.8% | -7.4% | +4.4% |
| 30D | -10.2% | -32.4% | +22.2% | -6.0% |
| 3M | +17.2% | -39.9% | +57.1% | +24.2% |
| 6M | +51.8% | -60.8% | +112.6% | +69.1% |
| YTD | +108.0% | -29.3% | +137.3% | +112.1% |
| 1Y | +96.1% | -18.9% | +115.0% | +100.4% |
| All | +96.1% | -23.3% | +119.4% | +100.4% |
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 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