+722.5%
ASX vs LBRT
-16.2%
+738.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | +22.1% | +13.8% | +8.3% | +19.7% |
| 30D | -23.8% | -32.4% | +8.6% | -18.8% |
| 3M | -7.6% | -39.9% | +32.3% | +0.1% |
| 6M | +6.9% | -60.8% | +67.8% | +22.3% |
| YTD | +127.7% | -29.3% | +156.9% | +138.3% |
| 1Y | +144.5% | -18.9% | +163.4% | +151.0% |
| 3Y | +377.8% | -28.0% | +405.8% | +383.8% |
| 5Y | +498.2% | +26.6% | +471.7% | +453.3% |
| All | +722.5% | -16.2% | +738.7% | +562.9% |
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