+85.6%
AMZN vs LBRT
-38.0%
+123.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -0.9% |
| 7D | +7.9% | -29.1% | +37.0% | +11.6% |
| 30D | -0.2% | -38.4% | +38.1% | +4.8% |
| 3M | -4.8% | -40.1% | +35.3% | +0.1% |
| 6M | -5.7% | -62.9% | +57.2% | +3.8% |
| YTD | +12.3% | -34.5% | +46.9% | +13.9% |
| 1Y | +6.7% | -30.2% | +36.9% | +7.0% |
| 3Y | +85.6% | -37.5% | +123.0% | +80.9% |
| All | +85.6% | -38.0% | +123.5% | +80.9% |
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