+261.9%
AMD vs LBRT
-41.2%
+303.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -13.7% | -3.6% | -12.9% |
| 7D | -28.6% | -34.8% | +6.2% | -18.5% |
| 30D | -37.7% | -43.6% | +5.9% | -25.9% |
| 3M | -16.1% | -41.2% | +25.1% | -1.5% |
| 6M | +13.8% | -66.1% | +79.9% | +53.1% |
| YTD | +88.8% | -37.9% | +126.7% | +114.9% |
| 1Y | +57.8% | -33.9% | +91.6% | +76.1% |
| All | +261.9% | -41.2% | +303.0% | +294.1% |
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