+267.5%
ASX vs LBRT
+101.6%
+165.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | -0.7% | +8.7% | -9.4% | -2.3% |
| 30D | +2.0% | +6.6% | -4.6% | +0.8% |
| 3M | -1.3% | -34.5% | +33.1% | +4.3% |
| 6M | +71.4% | -24.5% | +95.9% | +77.3% |
| YTD | +135.3% | +12.7% | +122.6% | +130.1% |
| 1Y | +267.5% | +94.8% | +172.6% | +257.8% |
| All | +267.5% | +101.6% | +165.9% | +257.8% |
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 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