+145.4%
ASX vs LBRT
-17.1%
+162.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.5% |
| 7D | +12.4% | +9.2% | +3.2% | +8.7% |
| 30D | -19.8% | -27.5% | +7.7% | -11.3% |
| 3M | -10.3% | -37.9% | +27.6% | +3.2% |
| 6M | +1.2% | -60.7% | +61.9% | +23.5% |
| YTD | +123.0% | -28.5% | +151.5% | +145.4% |
| 1Y | +145.4% | -13.2% | +158.7% | +153.4% |
| All | +145.4% | -17.1% | +162.6% | +153.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling