-68.2%
APTV vs LBRT
+115.1%
-183.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +2.7% |
| 7D | +4.8% | +8.7% | -3.9% | +3.0% |
| 30D | +2.0% | +6.6% | -4.6% | +0.5% |
| 3M | -34.2% | -34.5% | +0.2% | -28.9% |
| 6M | -34.7% | -24.5% | -10.2% | -32.2% |
| YTD | -37.0% | +12.7% | -49.7% | -40.8% |
| 1Y | -40.4% | +94.8% | -135.2% | -52.1% |
| 3Y | -54.1% | +31.9% | -86.0% | -61.5% |
| All | -68.2% | +115.1% | -183.3% | -78.2% |
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