-43.9%
ALB vs LBRT
+114.2%
-158.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.5% | -4.7% |
| 7D | -8.1% | +8.3% | -16.3% | -10.0% |
| 30D | +6.3% | +6.1% | +0.1% | +4.4% |
| 3M | -23.6% | -34.8% | +11.2% | -15.8% |
| 6M | -24.6% | -24.8% | +0.2% | -20.9% |
| YTD | -10.3% | +12.2% | -22.5% | -16.3% |
| 1Y | +61.5% | +94.0% | -32.5% | +25.2% |
| 3Y | -34.0% | +31.3% | -65.3% | -45.3% |
| All | -43.9% | +114.2% | -158.1% | -57.3% |
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