+296.4%
ARM vs LBRT
+18.7%
+277.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.4% | +3.6% |
| 7D | +5.5% | +8.7% | -3.3% | +3.4% |
| 30D | -8.2% | +6.6% | -14.8% | -9.7% |
| 3M | -35.9% | -34.5% | -1.5% | -30.3% |
| 6M | +103.1% | -24.5% | +127.6% | +112.4% |
| YTD | +130.6% | +12.7% | +117.9% | +118.9% |
| 1Y | +86.1% | +94.8% | -8.8% | +52.2% |
| All | +296.4% | +18.7% | +277.8% | +248.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling