+44.3%
AXON vs LBRT
-38.0%
+82.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +5.4% | -23.6% | -18.4% |
| 7D | -26.8% | -29.1% | +2.3% | -25.7% |
| 30D | -22.9% | -38.4% | +15.5% | -21.3% |
| 3M | -40.1% | -40.1% | 0.0% | -38.8% |
| 6M | -18.9% | -62.9% | +44.0% | -14.8% |
| YTD | -44.9% | -34.5% | -10.4% | -46.1% |
| 1Y | -46.7% | -30.2% | -16.5% | -48.4% |
| 3Y | +44.3% | -37.5% | +81.8% | +38.1% |
| All | +44.3% | -38.0% | +82.3% | +38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling