+400.4%
ALAB vs LBRT
+4.0%
+396.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.0% | +8.7% | +9.4% |
| 7D | +7.2% | +8.3% | -1.0% | +4.3% |
| 30D | -2.5% | +6.1% | -8.7% | -4.7% |
| 3M | -13.3% | -34.8% | +21.5% | -1.3% |
| 6M | +172.8% | -24.8% | +197.7% | +193.4% |
| YTD | +86.6% | +12.2% | +74.4% | +74.4% |
| 1Y | +65.2% | +94.0% | -28.8% | +25.6% |
| All | +400.4% | +4.0% | +396.4% | +411.4% |
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