+257.6%
ALAB vs LBRT
-33.7%
+291.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -3.1% |
| 7D | +16.3% | +9.2% | +7.1% | +12.4% |
| 30D | -26.1% | -27.5% | +1.4% | -15.7% |
| 3M | -31.3% | -37.9% | +6.6% | -17.2% |
| 6M | -1.0% | -60.7% | +59.7% | +36.7% |
| YTD | +33.3% | -28.5% | +61.8% | +48.8% |
| 1Y | +53.5% | -13.2% | +66.8% | +61.2% |
| All | +257.6% | -33.7% | +291.3% | +336.3% |
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