+19.6%
AAL vs LBRT
-30.4%
+50.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.2% |
| 7D | +10.1% | -15.7% | +25.7% | +12.5% |
| 30D | +10.6% | -34.3% | +44.8% | +17.0% |
| 3M | -5.9% | -40.6% | +34.7% | +0.9% |
| 6M | +5.7% | -62.0% | +67.7% | +21.7% |
| YTD | -8.0% | -31.6% | +23.7% | -9.0% |
| 1Y | +6.0% | -25.8% | +31.8% | +2.0% |
| 3Y | +19.6% | -30.4% | +50.0% | +6.7% |
| All | +19.6% | -30.4% | +50.0% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling