+9.7%
AMZN vs LBRT
+100.7%
-91.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.2% |
| 7D | -3.0% | +8.3% | -11.2% | -3.3% |
| 30D | -5.2% | +6.1% | -11.3% | -5.5% |
| 3M | +1.9% | -34.8% | +36.6% | +2.2% |
| 6M | +19.2% | -24.8% | +44.1% | +19.2% |
| YTD | +12.0% | +12.2% | -0.2% | +10.7% |
| 1Y | +9.7% | +94.0% | -84.3% | +11.4% |
| All | +9.7% | +100.7% | -91.0% | +11.4% |
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