-64.1%
ADBE vs LBRT
+6.0%
-70.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.4% | -8.3% | -3.1% |
| 7D | -4.4% | -29.1% | +24.8% | -2.9% |
| 30D | +2.8% | -38.4% | +41.2% | +5.1% |
| 3M | -8.0% | -40.1% | +32.0% | -6.1% |
| 6M | -4.3% | -62.9% | +58.6% | +0.9% |
| YTD | -31.6% | -34.5% | +2.9% | -31.9% |
| 1Y | -26.9% | -30.2% | +3.3% | -27.8% |
| 3Y | -57.7% | -37.5% | -20.2% | -59.3% |
| All | -64.1% | +6.0% | -70.1% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling