+616.9%
ASX vs LBRT
-22.5%
+639.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.4% | +1.1% | +5.6% |
| 7D | -19.9% | -29.1% | +9.2% | -15.4% |
| 30D | -30.9% | -38.4% | +7.5% | -25.3% |
| 3M | -15.1% | -40.1% | +25.0% | -7.9% |
| 6M | -6.5% | -62.9% | +56.4% | +7.9% |
| YTD | +98.4% | -34.5% | +133.0% | +110.2% |
| 1Y | +107.9% | -30.2% | +138.1% | +118.0% |
| 3Y | +325.3% | -37.5% | +362.7% | +339.2% |
| 5Y | +447.3% | +7.6% | +439.7% | +417.2% |
| All | +616.9% | -22.5% | +639.3% | +484.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling