+1,063.6%
AXON vs LBRT
-22.5%
+1,086.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +5.4% | -23.6% | -18.8% |
| 7D | -26.8% | -29.1% | +2.3% | -24.2% |
| 30D | -22.9% | -38.4% | +15.5% | -19.0% |
| 3M | -40.1% | -40.1% | 0.0% | -37.0% |
| 6M | -18.9% | -62.9% | +44.0% | -10.6% |
| YTD | -44.9% | -34.5% | -10.4% | -44.2% |
| 1Y | -46.7% | -30.2% | -16.5% | -46.6% |
| 3Y | +44.3% | -37.5% | +81.8% | +41.6% |
| 5Y | +71.4% | +7.6% | +63.8% | +51.2% |
| All | +1,063.6% | -22.5% | +1,086.0% | +735.5% |
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