-43.1%
ACI vs LBRT
+115.1%
-158.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.4% |
| 7D | +0.2% | +8.7% | -8.6% | -0.4% |
| 30D | +5.9% | +6.6% | -0.7% | +5.4% |
| 3M | -19.8% | -34.5% | +14.7% | -18.0% |
| 6M | -24.7% | -24.5% | -0.2% | -23.6% |
| YTD | -24.4% | +12.7% | -37.1% | -24.8% |
| 1Y | -31.5% | +94.8% | -126.3% | -34.0% |
| 3Y | -38.7% | +31.9% | -70.5% | -40.9% |
| All | -43.1% | +115.1% | -158.2% | -50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling