+22.2%
A vs LBRT
-25.0%
+47.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -11.2% | +12.2% | +0.5% |
| 7D | -2.4% | -25.3% | +23.0% | -3.5% |
| 30D | +3.6% | -32.9% | +36.5% | +1.7% |
| 3M | +27.5% | -33.3% | +60.8% | +25.2% |
| 6M | +58.5% | -61.0% | +119.4% | +53.1% |
| YTD | +31.2% | -28.0% | +59.2% | +17.3% |
| 1Y | +22.2% | -21.5% | +43.7% | +8.5% |
| All | +22.2% | -25.0% | +47.2% | +8.5% |
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