+299.6%
ASX vs LBRT
-41.2%
+340.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -13.7% | -7.1% | -17.1% |
| 7D | -33.3% | -34.8% | +1.5% | -25.4% |
| 30D | -36.5% | -43.6% | +7.1% | -26.5% |
| 3M | -19.2% | -41.2% | +22.0% | -7.4% |
| 6M | -10.2% | -66.1% | +55.8% | +13.9% |
| YTD | +86.5% | -37.9% | +124.3% | +107.0% |
| 1Y | +89.6% | -33.9% | +123.5% | +107.4% |
| All | +299.6% | -41.2% | +340.7% | +335.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling