+85.1%
ACN vs LBRT
-16.2%
+101.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +8.1% | -10.5% | -3.1% |
| 7D | -2.5% | -11.9% | +9.4% | -1.7% |
| 30D | +22.6% | -31.9% | +54.6% | +26.3% |
| 3M | +45.9% | -34.9% | +80.8% | +50.3% |
| 6M | +43.8% | -60.7% | +104.5% | +54.8% |
| YTD | -2.5% | -29.2% | +26.8% | -2.6% |
| 1Y | +6.5% | -23.6% | +30.1% | +5.2% |
| 3Y | -14.2% | -26.8% | +12.7% | -17.8% |
| 5Y | -24.4% | +16.3% | -40.7% | -33.7% |
| All | +85.1% | -16.2% | +101.3% | +34.9% |
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