+1,817.0%
AXON vs LBRT
+33.5%
+1,783.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.3% |
| 7D | -14.2% | +8.3% | -22.4% | -15.0% |
| 30D | -15.4% | +6.1% | -21.5% | -16.2% |
| 3M | +0.5% | -34.8% | +35.2% | +4.7% |
| 6M | -9.5% | -24.8% | +15.3% | -8.0% |
| YTD | -9.2% | +12.2% | -21.4% | -12.9% |
| 1Y | -29.4% | +94.0% | -123.4% | -37.7% |
| 3Y | +139.4% | +31.3% | +108.1% | +116.0% |
| 5Y | +178.9% | +111.8% | +67.1% | +127.2% |
| All | +1,817.0% | +33.5% | +1,783.5% | +1,202.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling