+297.5%
AEM vs LBRT
+116.2%
+181.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.9% | -5.3% | -1.7% |
| 7D | +4.3% | +6.9% | -2.6% | +3.9% |
| 30D | +13.1% | +7.8% | +5.3% | +12.4% |
| 3M | +24.8% | -25.3% | +50.0% | +26.9% |
| 6M | -8.2% | -19.6% | +11.3% | -7.5% |
| YTD | +19.8% | +17.2% | +2.7% | +17.1% |
| 1Y | +32.1% | +114.1% | -82.0% | +22.0% |
| 3Y | +348.2% | +27.0% | +321.2% | +326.4% |
| 5Y | +297.5% | +128.3% | +169.2% | +266.4% |
| All | +297.5% | +116.2% | +181.3% | +266.4% |
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