-17.5%
ARES vs LBRT
+99.1%
-116.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.4% | -1.0% |
| 7D | -1.7% | +8.7% | -10.4% | -2.0% |
| 30D | +0.3% | +6.6% | -6.3% | -0.1% |
| 3M | +8.5% | -34.5% | +42.9% | +11.2% |
| 6M | +23.5% | -24.5% | +48.0% | +24.3% |
| YTD | -11.2% | +12.7% | -23.9% | -14.7% |
| All | -17.5% | +99.1% | -116.7% | -26.3% |
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 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