+153.5%
ACWI vs LBRT
+33.5%
+120.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | +0.5% | +8.7% | -8.2% | -0.5% |
| 30D | +0.9% | +6.6% | -5.7% | 0.0% |
| 3M | +2.4% | -34.5% | +36.9% | +6.7% |
| 6M | +12.4% | -24.5% | +36.9% | +14.7% |
| YTD | +15.2% | +12.7% | +2.4% | +11.6% |
| 1Y | +22.7% | +94.8% | -72.1% | +10.3% |
| 3Y | +75.8% | +31.9% | +43.9% | +61.3% |
| 5Y | +67.7% | +111.8% | -44.1% | +41.2% |
| All | +153.5% | +33.5% | +120.0% | +91.0% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling