+82.3%
ACN vs LBRT
-15.3%
+97.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.1% |
| 7D | -3.8% | +9.2% | -13.0% | -4.6% |
| 30D | +16.5% | -27.5% | +44.1% | +19.3% |
| 3M | +41.5% | -37.9% | +79.4% | +46.4% |
| 6M | +60.1% | -60.7% | +120.8% | +72.4% |
| YTD | -3.9% | -28.5% | +24.6% | -4.2% |
| 1Y | +4.1% | -13.2% | +17.3% | +1.3% |
| 3Y | -15.9% | -28.8% | +12.9% | -19.1% |
| 5Y | -26.3% | +28.0% | -54.3% | -36.1% |
| All | +82.3% | -15.3% | +97.6% | +32.7% |
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