+39.2%
AEM vs LBRT
+100.7%
-61.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.1% |
| 7D | -0.5% | +8.3% | -8.8% | -0.3% |
| 30D | +24.0% | +6.1% | +17.9% | +24.1% |
| 3M | +16.1% | -34.8% | +50.8% | +15.2% |
| 6M | -11.6% | -24.8% | +13.2% | -11.3% |
| YTD | +21.5% | +12.2% | +9.3% | +24.7% |
| 1Y | +39.2% | +94.0% | -54.8% | +59.3% |
| All | +39.2% | +100.7% | -61.5% | +59.3% |
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 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