+678.7%
ASX vs LBRT
-16.2%
+694.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.1% | +0.5% | +7.3% |
| 7D | -12.3% | -11.9% | -0.4% | -10.2% |
| 30D | -26.0% | -31.9% | +6.0% | -21.2% |
| 3M | -8.1% | -34.9% | +26.8% | -1.6% |
| 6M | +1.4% | -60.7% | +62.1% | +15.9% |
| YTD | +115.6% | -29.2% | +144.8% | +125.6% |
| 1Y | +128.0% | -23.6% | +151.7% | +135.9% |
| 3Y | +371.4% | -26.8% | +398.2% | +376.5% |
| 5Y | +469.4% | +16.3% | +453.1% | +431.5% |
| All | +678.7% | -16.2% | +694.9% | +527.6% |
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