+32.6%
ACI vs LBRT
+145.1%
-112.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.6% | -1.5% |
| 7D | -5.3% | -1.9% | -3.4% | -5.3% |
| 30D | +5.0% | -32.0% | +37.1% | +6.5% |
| 3M | +7.5% | -39.7% | +47.2% | +9.5% |
| 6M | -16.0% | -61.1% | +45.1% | -13.0% |
| YTD | -20.6% | -29.4% | +8.7% | -19.7% |
| 1Y | -23.5% | -24.5% | +0.9% | -22.9% |
| 3Y | -32.1% | -28.1% | -4.0% | -32.2% |
| 5Y | -42.5% | +23.9% | -66.4% | -43.9% |
| All | +32.6% | +145.1% | -112.6% | +19.0% |
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