+41.1%
ADBE vs LBRT
+33.5%
+7.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.2% | -6.8% |
| 7D | -8.6% | +8.7% | -17.3% | -9.2% |
| 30D | +2.8% | +6.6% | -3.8% | +2.1% |
| 3M | +3.1% | -34.5% | +37.6% | +6.1% |
| 6M | -2.4% | -24.5% | +22.1% | -1.2% |
| YTD | -23.9% | +12.7% | -36.6% | -25.8% |
| 1Y | -22.6% | +94.8% | -117.4% | -28.9% |
| 3Y | -52.7% | +31.9% | -84.5% | -56.0% |
| 5Y | -60.0% | +111.8% | -171.8% | -65.2% |
| All | +41.1% | +33.5% | +7.6% | +11.3% |
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 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