+69.8%
APA vs LBRT
+6.0%
+63.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.7% | -0.1% |
| 7D | -15.5% | -29.1% | +13.6% | -0.4% |
| 30D | +2.4% | -38.4% | +40.8% | +28.4% |
| 3M | +22.8% | -40.1% | +62.8% | +54.4% |
| 6M | +17.9% | -62.9% | +80.8% | +84.6% |
| YTD | +87.7% | -34.5% | +122.2% | +106.4% |
| 1Y | +94.2% | -30.2% | +124.4% | +103.2% |
| 3Y | +27.2% | -37.5% | +64.7% | +27.8% |
| All | +69.8% | +6.0% | +63.8% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling