+592.6%
AXTI vs LBRT
+33.5%
+559.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.5% | +8.2% | +9.3% |
| 7D | +5.1% | +8.7% | -3.6% | +3.0% |
| 30D | -10.2% | +6.6% | -16.8% | -11.5% |
| 3M | -41.8% | -34.5% | -7.4% | -35.5% |
| 6M | +57.5% | -24.5% | +82.0% | +67.5% |
| YTD | +277.0% | +12.7% | +264.3% | +265.5% |
| 1Y | +1,982.4% | +94.8% | +1,887.6% | +1,672.7% |
| 3Y | +2,234.8% | +31.9% | +2,203.0% | +1,995.7% |
| 5Y | +528.3% | +111.8% | +416.5% | +377.4% |
| All | +592.6% | +33.5% | +559.1% | +340.7% |
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