+414.3%
ASX vs LBRT
+1.0%
+413.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -13.7% | -7.1% | -17.6% |
| 7D | -33.3% | -34.8% | +1.5% | -26.5% |
| 30D | -36.5% | -43.6% | +7.1% | -27.8% |
| 3M | -19.2% | -41.2% | +22.0% | -9.0% |
| 6M | -10.2% | -66.1% | +55.8% | +11.1% |
| YTD | +86.5% | -37.9% | +124.3% | +104.3% |
| 1Y | +89.6% | -33.9% | +123.5% | +105.0% |
| 3Y | +298.6% | -40.9% | +339.5% | +321.3% |
| 5Y | +414.3% | +2.1% | +412.1% | +389.1% |
| All | +414.3% | +1.0% | +413.2% | +389.1% |
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