+17.8%
AVGO vs LBRT
+101.6%
-83.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | -3.0% | +8.7% | -11.7% | -4.4% |
| 30D | -14.4% | +6.6% | -21.0% | -15.5% |
| 3M | -14.4% | -34.5% | +20.0% | -9.0% |
| 6M | +13.1% | -24.5% | +37.6% | +16.6% |
| YTD | +3.8% | +12.7% | -8.9% | -1.2% |
| 1Y | +17.8% | +94.8% | -77.1% | +7.8% |
| All | +17.8% | +101.6% | -83.8% | +7.8% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling