+415.3%
ASX vs LBRT
+6.0%
+409.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.4% | +1.1% | +5.2% |
| 7D | -19.9% | -29.1% | +9.2% | -13.5% |
| 30D | -30.9% | -38.4% | +7.5% | -23.0% |
| 3M | -15.1% | -40.1% | +25.0% | -4.9% |
| 6M | -6.5% | -62.9% | +56.4% | +13.6% |
| YTD | +98.4% | -34.5% | +133.0% | +114.8% |
| 1Y | +107.9% | -30.2% | +138.1% | +122.0% |
| 3Y | +325.3% | -37.5% | +362.7% | +343.9% |
| All | +415.3% | +6.0% | +409.3% | +391.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling