+95.5%
AMD vs LBRT
-25.0%
+120.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -11.2% | +12.2% | +5.0% |
| 7D | -15.5% | -25.3% | +9.8% | -6.3% |
| 30D | -22.6% | -32.9% | +10.2% | -11.3% |
| 3M | -5.7% | -33.3% | +27.6% | +8.3% |
| 6M | +43.1% | -61.0% | +104.1% | +89.2% |
| YTD | +128.2% | -28.0% | +156.2% | +150.9% |
| 1Y | +95.5% | -21.5% | +117.0% | +117.2% |
| All | +95.5% | -25.0% | +120.5% | +117.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling