+151.5%
AON vs LBRT
+38.7%
+112.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.9% | -6.2% | -2.5% |
| 7D | -3.2% | +6.9% | -10.2% | -3.7% |
| 30D | -11.9% | +7.8% | -19.7% | -12.4% |
| 3M | -2.9% | -25.3% | +22.4% | -1.3% |
| 6M | -6.8% | -19.6% | +12.7% | -6.2% |
| YTD | -10.1% | +17.2% | -27.2% | -12.4% |
| 1Y | -14.2% | +114.1% | -128.3% | -21.2% |
| 3Y | -3.3% | +27.0% | -30.3% | -9.1% |
| 5Y | +13.6% | +128.3% | -114.7% | -1.6% |
| All | +151.5% | +38.7% | +112.8% | +94.8% |
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 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