-16.9%
ACI vs LBRT
-25.0%
+8.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -11.2% | +14.8% | +3.9% |
| 7D | +4.5% | -25.3% | +29.8% | +5.7% |
| 30D | +20.9% | -32.9% | +53.7% | +23.4% |
| 3M | +15.2% | -33.3% | +48.6% | +17.2% |
| 6M | -13.3% | -61.0% | +47.6% | -8.8% |
| YTD | -16.2% | -28.0% | +11.8% | -9.6% |
| 1Y | -16.9% | -21.5% | +4.6% | -10.7% |
| All | -16.9% | -25.0% | +8.2% | -10.7% |
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