+573.6%
ASX vs LBRT
-26.4%
+600.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -13.7% | -7.1% | -18.6% |
| 7D | -33.3% | -34.8% | +1.5% | -28.6% |
| 30D | -36.5% | -43.6% | +7.1% | -30.4% |
| 3M | -19.2% | -41.2% | +22.0% | -12.1% |
| 6M | -10.2% | -66.1% | +55.8% | +4.9% |
| YTD | +86.5% | -37.9% | +124.3% | +99.1% |
| 1Y | +89.6% | -33.9% | +123.5% | +100.6% |
| 3Y | +298.6% | -40.9% | +339.5% | +315.2% |
| 5Y | +414.3% | +2.1% | +412.1% | +389.9% |
| All | +573.6% | -26.4% | +600.0% | +453.9% |
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