-12.0%
A vs LBRT
+115.1%
-127.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.5% |
| 7D | -1.9% | +8.7% | -10.7% | -2.7% |
| 30D | +6.9% | +6.6% | +0.3% | +6.2% |
| 3M | +9.2% | -34.5% | +43.7% | +12.9% |
| 6M | +25.7% | -24.5% | +50.2% | +27.2% |
| YTD | +11.5% | +12.7% | -1.2% | +7.2% |
| 1Y | +18.4% | +94.8% | -76.5% | +5.2% |
| 3Y | +26.6% | +31.9% | -5.3% | +14.4% |
| All | -12.0% | +115.1% | -127.2% | -18.1% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling