+652.8%
AXTI vs LBRT
+116.2%
+536.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.9% | +8.9% | +11.8% |
| 7D | +24.0% | +6.9% | +17.0% | +21.9% |
| 30D | -21.5% | +7.8% | -29.3% | -22.9% |
| 3M | -23.4% | -25.3% | +1.9% | -17.8% |
| 6M | +114.9% | -19.6% | +134.5% | +124.8% |
| YTD | +325.4% | +17.2% | +308.3% | +310.6% |
| 1Y | +2,136.7% | +114.1% | +2,022.6% | +1,800.1% |
| 3Y | +2,835.0% | +27.0% | +2,808.0% | +2,608.0% |
| 5Y | +652.8% | +128.3% | +524.5% | +588.8% |
| All | +652.8% | +116.2% | +536.6% | +588.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling