-3.1%
ALNY vs LBRT
-28.0%
+24.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.3% | +2.1% | +5.3% |
| 7D | -0.8% | -1.9% | +1.1% | -0.7% |
| 30D | -29.6% | -32.0% | +2.4% | -29.2% |
| 3M | -27.7% | -39.7% | +11.9% | -27.2% |
| 6M | -43.9% | -61.1% | +17.2% | -42.4% |
| YTD | -59.8% | -29.4% | -30.4% | -60.0% |
| 1Y | -64.6% | -24.5% | -40.2% | -65.0% |
| All | -3.1% | -28.0% | +24.8% | -6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling