-47.0%
APTV vs LBRT
-38.0%
-9.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.4% | -8.8% | -4.3% |
| 7D | -10.2% | -29.1% | +18.9% | -5.7% |
| 30D | -10.8% | -38.4% | +27.6% | -4.3% |
| 3M | -14.8% | -40.1% | +25.2% | -8.6% |
| 6M | -30.6% | -62.9% | +32.3% | -19.3% |
| YTD | -48.2% | -34.5% | -13.6% | -47.3% |
| 1Y | -52.0% | -30.2% | -21.8% | -52.0% |
| 3Y | -47.0% | -37.5% | -9.6% | -49.1% |
| All | -47.0% | -38.0% | -9.0% | -49.1% |
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