+45.3%
AR vs LBRT
+26.0%
+19.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.1% |
| 7D | +2.5% | +8.7% | -6.2% | +0.2% |
| 30D | +14.8% | +6.6% | +8.2% | +12.6% |
| 3M | +6.2% | -34.5% | +40.7% | +17.6% |
| 6M | +4.3% | -24.5% | +28.8% | +9.9% |
| YTD | +14.4% | +12.7% | +1.6% | +5.0% |
| 1Y | +21.3% | +94.8% | -73.5% | -10.6% |
| All | +45.3% | +26.0% | +19.3% | +15.6% |
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 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