+18.7%
AEM vs LBRT
-25.0%
+43.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -11.2% | +20.9% | +9.7% |
| 7D | +0.2% | -25.3% | +25.5% | +0.9% |
| 30D | +0.1% | -32.9% | +32.9% | +1.0% |
| 3M | +22.1% | -33.3% | +55.4% | +23.1% |
| 6M | +2.4% | -61.0% | +63.4% | +4.9% |
| YTD | +8.9% | -28.0% | +36.9% | +6.4% |
| 1Y | +18.7% | -21.5% | +40.2% | +14.7% |
| All | +18.7% | -25.0% | +43.7% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling