+750.1%
ASX vs LBRT
-14.8%
+764.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -11.2% | +7.3% | -2.2% |
| 7D | -14.6% | -25.3% | +10.7% | -10.9% |
| 30D | -21.1% | -32.9% | +11.8% | -16.2% |
| 3M | -3.1% | -33.3% | +30.3% | +3.0% |
| 6M | +17.4% | -61.0% | +78.3% | +33.6% |
| YTD | +135.3% | -28.0% | +163.3% | +144.6% |
| 1Y | +146.5% | -21.5% | +168.0% | +152.9% |
| 3Y | +403.1% | -31.5% | +434.6% | +410.0% |
| 5Y | +551.7% | +12.3% | +539.4% | +507.6% |
| All | +750.1% | -14.8% | +764.9% | +580.4% |
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