+1,072.6%
AXON vs LBRT
-15.3%
+1,087.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.6% |
| 7D | +0.8% | +9.2% | -8.4% | -0.3% |
| 30D | -22.8% | -27.5% | +4.8% | -20.3% |
| 3M | -48.8% | -37.9% | -10.9% | -46.4% |
| 6M | -16.3% | -60.7% | +44.4% | -8.3% |
| YTD | -44.5% | -28.5% | -16.0% | -44.3% |
| 1Y | -43.4% | -13.2% | -30.2% | -44.8% |
| 3Y | +44.3% | -28.8% | +73.0% | +39.2% |
| 5Y | +85.1% | +28.0% | +57.2% | +59.7% |
| All | +1,072.6% | -15.3% | +1,087.9% | +733.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling