+88.9%
AMD vs LBRT
-31.1%
+120.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +5.4% | +5.7% | +8.8% |
| 7D | -11.0% | -29.1% | +18.1% | +1.4% |
| 30D | -30.5% | -38.4% | +7.9% | -16.9% |
| 3M | -8.2% | -40.1% | +31.8% | +10.5% |
| 6M | +6.6% | -62.9% | +69.5% | +45.7% |
| YTD | +109.7% | -34.5% | +144.2% | +142.6% |
| 1Y | +88.9% | -30.2% | +119.1% | +122.8% |
| All | +88.9% | -31.1% | +120.0% | +122.8% |
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