+109.0%
AAPL vs LBRT
+116.2%
-7.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -1.6% |
| 7D | -2.7% | +6.9% | -9.7% | -3.4% |
| 30D | +1.0% | +7.8% | -6.8% | +0.1% |
| 3M | +5.0% | -25.3% | +30.2% | +7.7% |
| 6M | +23.0% | -19.6% | +42.6% | +24.3% |
| YTD | +16.6% | +17.2% | -0.5% | +11.8% |
| 1Y | +33.4% | +114.1% | -80.7% | +16.7% |
| 3Y | +79.9% | +27.0% | +52.9% | +62.1% |
| 5Y | +109.0% | +128.3% | -19.3% | +73.3% |
| All | +109.0% | +116.2% | -7.2% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling