-9.5%
AXON vs LBRT
-25.8%
+16.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.0% |
| 7D | -14.2% | +8.3% | -22.4% | -12.9% |
| 30D | -15.4% | +6.1% | -21.5% | -14.3% |
| 3M | +0.5% | -34.8% | +35.2% | -7.4% |
| 6M | -9.5% | -24.8% | +15.3% | -13.8% |
| All | -9.5% | -25.8% | +16.3% | -13.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling