+68.3%
AU vs LBRT
+110.8%
-42.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.9% | +1.6% | -4.5% |
| 7D | -7.0% | +2.3% | -9.3% | -6.8% |
| 30D | +7.3% | -2.9% | +10.2% | +7.3% |
| 3M | +33.2% | -26.1% | +59.3% | +32.1% |
| 6M | -0.6% | -26.2% | +25.5% | -0.7% |
| YTD | +26.2% | +13.7% | +12.5% | +28.9% |
| 1Y | +68.3% | +93.6% | -25.3% | +88.1% |
| All | +68.3% | +110.8% | -42.5% | +88.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling