+691.7%
AVGO vs LBRT
+115.1%
+576.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.8% |
| 6M | +13.1% | -24.5% | +37.6% | +17.0% |
| YTD | +3.8% | +12.7% | -8.9% | -0.4% |
| 1Y | +17.8% | +94.8% | -77.1% | +2.1% |
| 3Y | +325.3% | +31.9% | +293.4% | +281.0% |
| All | +691.7% | +115.1% | +576.5% | +553.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling