+33.3%
ACI vs LBRT
+148.2%
-114.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.8% | -0.8% |
| 7D | +2.3% | +9.2% | -6.9% | +1.9% |
| 30D | +1.2% | -27.5% | +28.8% | +2.3% |
| 3M | +6.8% | -37.9% | +44.7% | +8.6% |
| 6M | -18.7% | -60.7% | +42.0% | -15.8% |
| YTD | -20.2% | -28.5% | +8.3% | -19.3% |
| 1Y | -23.7% | -13.2% | -10.5% | -23.5% |
| 3Y | -31.6% | -28.8% | -2.9% | -31.7% |
| 5Y | -42.8% | +28.0% | -70.7% | -44.2% |
| All | +33.3% | +148.2% | -114.9% | +19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling