+354.9%
PWR vs LBRT
+6.0%
+348.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.4% | +0.9% | +5.0% |
| 7D | -12.9% | -29.1% | +16.3% | -5.7% |
| 30D | -22.8% | -38.4% | +15.5% | -13.8% |
| 3M | -19.0% | -40.1% | +21.0% | -9.1% |
| 6M | -31.1% | -62.9% | +31.8% | -15.5% |
| YTD | +28.2% | -34.5% | +62.8% | +37.6% |
| 1Y | +22.2% | -30.2% | +52.4% | +29.2% |
| 3Y | +222.1% | -37.5% | +259.6% | +234.9% |
| All | +354.9% | +6.0% | +348.9% | +311.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling