+249.6%
ALAB vs LBRT
-34.4%
+284.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +8.1% | +5.6% | +10.4% |
| 7D | -5.6% | -11.9% | +6.3% | -0.1% |
| 30D | -36.6% | -31.9% | -4.7% | -26.0% |
| 3M | -35.1% | -34.9% | -0.2% | -23.2% |
| 6M | +8.5% | -60.7% | +69.2% | +50.0% |
| YTD | +30.4% | -29.2% | +59.6% | +46.1% |
| 1Y | +31.0% | -23.6% | +54.7% | +43.6% |
| All | +249.6% | -34.4% | +284.0% | +328.3% |
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 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