+97.4%
AR vs LBRT
+28.1%
+69.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | +7.4% | +9.2% | -1.8% | +3.6% |
| 30D | +5.8% | -27.5% | +33.3% | +17.8% |
| 3M | +5.2% | -37.9% | +43.1% | +23.3% |
| 6M | +5.4% | -60.7% | +66.1% | +45.0% |
| YTD | +12.4% | -28.5% | +40.9% | +15.7% |
| 1Y | +12.8% | -13.2% | +26.0% | +5.7% |
| 3Y | +47.2% | -28.8% | +76.0% | +36.4% |
| All | +97.4% | +28.1% | +69.3% | +23.9% |
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