+229.3%
APLD vs LBRT
-16.7%
+246.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -6.9% | -6.3% |
| 7D | +2.7% | +9.2% | -6.5% | -1.3% |
| 30D | -21.4% | -27.5% | +6.1% | -9.1% |
| 3M | -47.8% | -37.9% | -10.0% | -35.7% |
| 6M | -64.9% | -60.7% | -4.2% | -48.7% |
| YTD | -34.9% | -28.5% | -6.4% | -27.6% |
| 1Y | -30.7% | -13.2% | -17.5% | -28.9% |
| 3Y | +305.3% | -28.8% | +334.1% | +318.3% |
| All | +229.3% | -16.7% | +246.0% | +216.0% |
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 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