+13.0%
AAL vs LBRT
-38.0%
+51.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.4% | -3.4% | +1.1% |
| 7D | +4.6% | -29.1% | +33.8% | +9.4% |
| 30D | +2.6% | -38.4% | +41.0% | +9.6% |
| 3M | -17.8% | -40.1% | +22.3% | -12.2% |
| 6M | +1.9% | -62.9% | +64.7% | +17.5% |
| YTD | -14.0% | -34.5% | +20.5% | -14.4% |
| 1Y | +0.2% | -30.2% | +30.4% | -2.4% |
| 3Y | +13.0% | -37.5% | +50.5% | +3.5% |
| All | +13.0% | -38.0% | +51.0% | +3.5% |
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 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