+757.1%
ASX vs LBRT
-16.4%
+773.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.3% | +3.3% | +6.1% |
| 7D | +0.8% | -1.9% | +2.7% | +1.6% |
| 30D | -20.4% | -32.0% | +11.6% | -15.3% |
| 3M | -2.1% | -39.7% | +37.5% | +5.9% |
| 6M | +8.2% | -61.1% | +69.3% | +23.9% |
| YTD | +137.3% | -29.4% | +166.6% | +148.4% |
| 1Y | +155.0% | -24.5% | +179.5% | +164.2% |
| 3Y | +397.9% | -28.1% | +426.0% | +404.4% |
| 5Y | +529.2% | +23.9% | +505.4% | +483.4% |
| All | +757.1% | -16.4% | +773.5% | +591.0% |
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 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