+34.8%
ACN vs LBRT
+33.5%
+1.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -3.4% |
| 7D | -1.5% | +8.3% | -9.8% | -2.3% |
| 30D | +9.4% | +6.1% | +3.2% | +8.6% |
| 3M | +5.6% | -34.8% | +40.4% | +9.5% |
| 6M | -9.3% | -24.8% | +15.6% | -7.9% |
| YTD | -29.0% | +12.2% | -41.2% | -31.5% |
| 1Y | -24.7% | +94.0% | -118.6% | -32.5% |
| 3Y | -39.8% | +31.3% | -71.1% | -45.3% |
| 5Y | -40.9% | +111.8% | -152.7% | -51.0% |
| All | +34.8% | +33.5% | +1.3% | -5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling