-77.5%
APTV vs LBRT
+28.1%
-105.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.4% |
| 7D | -1.7% | +9.2% | -10.9% | -3.5% |
| 30D | -11.6% | -27.5% | +15.9% | -6.8% |
| 3M | -21.2% | -37.9% | +16.7% | -14.7% |
| 6M | -28.5% | -60.7% | +32.2% | -15.7% |
| YTD | -49.1% | -28.5% | -20.6% | -48.4% |
| 1Y | -52.2% | -13.2% | -39.0% | -53.9% |
| 3Y | -48.6% | -28.8% | -19.8% | -51.3% |
| All | -77.5% | +28.1% | -105.6% | -82.3% |
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