+736.3%
AAPL vs LBRT
-22.5%
+758.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.4% | -5.9% | -1.1% |
| 7D | -0.7% | -29.1% | +28.5% | +2.6% |
| 30D | +1.7% | -38.4% | +40.1% | +6.4% |
| 3M | +9.7% | -40.1% | +49.7% | +14.8% |
| 6M | +19.3% | -62.9% | +82.2% | +30.5% |
| YTD | +26.3% | -34.5% | +60.8% | +28.5% |
| 1Y | +27.4% | -30.2% | +57.6% | +28.4% |
| 3Y | +93.6% | -37.5% | +131.1% | +91.1% |
| 5Y | +131.7% | +7.6% | +124.1% | +110.2% |
| All | +736.3% | -22.5% | +758.8% | +582.4% |
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