+29.9%
AAPL vs LBRT
-25.0%
+54.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -11.2% | +16.5% | +4.8% |
| 7D | +1.7% | -25.3% | +27.0% | +0.6% |
| 30D | +5.0% | -32.9% | +37.9% | +3.6% |
| 3M | +13.1% | -33.3% | +46.4% | +11.4% |
| 6M | +26.5% | -61.0% | +87.4% | +25.3% |
| YTD | +28.9% | -28.0% | +56.9% | +22.6% |
| 1Y | +29.9% | -21.5% | +51.4% | +21.6% |
| All | +29.9% | -25.0% | +54.9% | +21.6% |
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