-31.2%
ACI vs LBRT
-30.4%
-0.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +2.3% |
| 7D | -0.6% | -15.7% | +15.1% | -0.2% |
| 30D | +9.5% | -34.3% | +43.8% | +10.9% |
| 3M | +10.1% | -40.6% | +50.7% | +11.9% |
| 6M | -15.4% | -62.0% | +46.6% | -12.8% |
| YTD | -19.5% | -31.6% | +12.1% | -17.8% |
| 1Y | -21.0% | -25.8% | +4.8% | -19.5% |
| 3Y | -31.2% | -30.4% | -0.8% | -31.4% |
| All | -31.2% | -30.4% | -0.8% | -31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling