+89.1%
PSX vs LBRT
-23.4%
+112.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.3% | -0.1% | +2.7% |
| 7D | -0.4% | -1.9% | +1.5% | -0.2% |
| 30D | -8.1% | -32.0% | +23.9% | -3.8% |
| 3M | +15.9% | -39.7% | +55.6% | +23.0% |
| 6M | +49.4% | -61.1% | +110.5% | +67.1% |
| YTD | +104.7% | -29.4% | +134.0% | +108.0% |
| 1Y | +89.1% | -24.5% | +113.6% | +91.3% |
| All | +89.1% | -23.4% | +112.5% | +91.3% |
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 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