+7.4%
AR vs LBRT
-25.2%
+32.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.3% | -0.4% |
| 7D | -10.5% | -11.9% | +1.4% | -9.0% |
| 30D | +1.3% | -31.9% | +33.2% | +6.3% |
| 3M | +4.8% | -34.9% | +39.6% | +10.3% |
| 6M | +1.2% | -60.7% | +61.8% | +13.7% |
| YTD | +5.5% | -29.2% | +34.7% | +7.5% |
| All | +7.4% | -25.2% | +32.6% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling