-94.8%
AAOX vs LBRT
-58.5%
-36.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +5.4% | +7.2% | +4.8% |
| 7D | -52.9% | -29.1% | -23.7% | -17.2% |
| 30D | -86.9% | -38.4% | -48.5% | -71.1% |
| 3M | -89.6% | -40.1% | -49.6% | -74.9% |
| 6M | -97.3% | -62.9% | -34.4% | -91.9% |
| All | -94.8% | -58.5% | -36.4% | -82.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling