+108.6%
ASML vs LBRT
+115.1%
-6.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +3.9% |
| 7D | +1.1% | +8.7% | -7.6% | -0.5% |
| 30D | +2.2% | +6.6% | -4.4% | +0.8% |
| 3M | -2.3% | -34.5% | +32.2% | +4.9% |
| 6M | +23.0% | -24.5% | +47.5% | +27.4% |
| YTD | +61.1% | +12.7% | +48.3% | +53.8% |
| 1Y | +129.1% | +94.8% | +34.3% | +94.8% |
| 3Y | +165.4% | +31.9% | +133.5% | +134.3% |
| All | +108.6% | +115.1% | -6.6% | +70.5% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling