+6.7%
AMZN vs LBRT
-25.0%
+31.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -11.2% | +17.3% | +6.7% |
| 7D | +4.5% | -25.3% | +29.8% | +6.2% |
| 30D | +5.8% | -32.9% | +38.7% | +8.2% |
| 3M | -4.1% | -33.3% | +29.2% | -2.1% |
| 6M | -2.2% | -61.0% | +58.7% | +1.2% |
| YTD | +15.3% | -28.0% | +43.3% | +12.2% |
| 1Y | +6.7% | -21.5% | +28.2% | +0.8% |
| All | +6.7% | -25.0% | +31.7% | +0.8% |
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