+324.3%
AMZN vs LBRT
-19.0%
+343.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +1.8% |
| 7D | +8.0% | -15.7% | +23.7% | +9.5% |
| 30D | +3.2% | -34.3% | +37.5% | +6.9% |
| 3M | -2.6% | -40.6% | +38.0% | +1.7% |
| 6M | -0.7% | -62.0% | +61.3% | +7.6% |
| YTD | +17.4% | -31.6% | +49.0% | +19.3% |
| 1Y | +9.0% | -25.8% | +34.8% | +9.9% |
| 3Y | +88.7% | -30.4% | +119.1% | +86.3% |
| 5Y | +55.6% | +18.7% | +36.9% | +45.0% |
| All | +324.3% | -19.0% | +343.4% | +287.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling