+627.0%
AXTI vs LBRT
+34.6%
+592.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -5.9% | -0.2% | -4.6% |
| 7D | +15.1% | +2.3% | +12.8% | +14.6% |
| 30D | -12.3% | -2.9% | -9.4% | -11.2% |
| 3M | -24.1% | -26.1% | +2.0% | -18.4% |
| 6M | +46.0% | -26.2% | +72.2% | +55.8% |
| YTD | +295.7% | +13.7% | +282.1% | +283.3% |
| 1Y | +1,825.6% | +93.6% | +1,732.0% | +1,542.5% |
| 3Y | +2,630.0% | +23.2% | +2,606.7% | +2,391.3% |
| 5Y | +601.0% | +125.5% | +475.4% | +425.4% |
| All | +627.0% | +34.6% | +592.4% | +362.2% |
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