-63.2%
ADBE vs LBRT
+28.1%
-91.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.9% |
| 7D | +1.6% | +9.2% | -7.6% | +1.2% |
| 30D | +1.0% | -27.5% | +28.5% | +2.4% |
| 3M | -10.1% | -37.9% | +27.8% | -8.3% |
| 6M | +3.0% | -60.7% | +63.7% | +8.4% |
| YTD | -30.5% | -28.5% | -2.0% | -31.1% |
| 1Y | -27.1% | -13.2% | -13.9% | -29.2% |
| 3Y | -58.8% | -28.8% | -30.0% | -60.8% |
| All | -63.2% | +28.1% | -91.2% | -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