+681.6%
AAPL vs LBRT
+33.5%
+648.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.6% |
| 7D | +0.1% | +8.3% | -8.2% | -0.8% |
| 30D | +3.0% | +6.1% | -3.2% | +2.2% |
| 3M | +2.9% | -34.8% | +37.7% | +6.9% |
| 6M | +22.1% | -24.8% | +46.9% | +24.3% |
| YTD | +18.0% | +12.2% | +5.8% | +14.3% |
| 1Y | +33.9% | +94.0% | -60.0% | +20.5% |
| 3Y | +71.2% | +31.3% | +39.9% | +57.0% |
| 5Y | +112.6% | +111.8% | +0.8% | +80.1% |
| All | +681.6% | +33.5% | +648.1% | +506.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling