+331.1%
AMD vs LBRT
+25.4%
+305.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.0% | +3.7% | +4.4% |
| 7D | +2.6% | +8.3% | -5.7% | +0.3% |
| 30D | -0.9% | +6.1% | -7.1% | -2.6% |
| 3M | -8.7% | -34.8% | +26.0% | +1.3% |
| 6M | +136.3% | -24.8% | +161.2% | +149.7% |
| YTD | +123.0% | +12.2% | +110.8% | +112.6% |
| 1Y | +195.2% | +94.0% | +101.2% | +140.2% |
| All | +331.1% | +25.4% | +305.7% | +287.7% |
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