-42.7%
ACHR vs LBRT
+104.7%
-147.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | -0.7% | +8.3% | -9.0% | -2.4% |
| 30D | +9.8% | +6.1% | +3.7% | +8.3% |
| 3M | -10.5% | -34.8% | +24.3% | -3.1% |
| 6M | -15.5% | -24.8% | +9.3% | -12.3% |
| YTD | -24.1% | +12.2% | -36.3% | -28.2% |
| 1Y | -32.4% | +94.0% | -126.4% | -44.0% |
| 3Y | -11.6% | +31.3% | -42.9% | -22.9% |
| 5Y | -42.9% | +111.8% | -154.7% | -51.8% |
| All | -42.7% | +104.7% | -147.5% | -51.5% |
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