+1,322.2%
AXON vs LBRT
-26.4%
+1,348.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -13.7% | +3.9% | -8.2% |
| 7D | -12.7% | -34.8% | +22.1% | -8.5% |
| 30D | -8.6% | -43.6% | +35.0% | -2.8% |
| 3M | -37.2% | -41.2% | +4.0% | -33.8% |
| 6M | +0.5% | -66.1% | +66.6% | +12.1% |
| YTD | -32.6% | -37.9% | +5.2% | -31.3% |
| 1Y | -40.2% | -33.9% | -6.3% | -39.6% |
| 3Y | +76.1% | -40.9% | +117.0% | +74.1% |
| 5Y | +109.5% | +2.1% | +107.4% | +86.2% |
| All | +1,322.2% | -26.4% | +1,348.6% | +928.9% |
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