-14.7%
AMRZ vs LBRT
-31.1%
+16.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.4% | -7.2% | -1.7% |
| 7D | +1.2% | -29.1% | +30.3% | +0.7% |
| 30D | +15.1% | -38.4% | +53.4% | +14.8% |
| 3M | -18.1% | -40.1% | +22.0% | -18.2% |
| 6M | -23.5% | -62.9% | +39.4% | -22.5% |
| YTD | -21.6% | -34.5% | +12.9% | -27.9% |
| 1Y | -14.7% | -30.2% | +15.5% | -21.8% |
| All | -14.7% | -31.1% | +16.4% | -21.8% |
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