+750.1%
ASX vs LBRT
+33.5%
+716.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | -0.7% | +8.3% | -9.0% | -1.9% |
| 30D | +2.0% | +6.1% | -4.1% | +1.1% |
| 3M | -1.3% | -34.8% | +33.4% | +4.3% |
| 6M | +71.4% | -24.8% | +96.3% | +76.8% |
| YTD | +135.3% | +12.2% | +123.1% | +128.9% |
| 1Y | +267.5% | +94.0% | +173.5% | +229.5% |
| 3Y | +388.5% | +31.3% | +357.2% | +351.3% |
| 5Y | +417.1% | +111.8% | +305.3% | +339.5% |
| All | +750.1% | +33.5% | +716.6% | +536.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling