-14.7%
AZO vs LBRT
-17.1%
+2.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.3% |
| 7D | +1.3% | +9.2% | -7.8% | +2.1% |
| 30D | +12.0% | -27.5% | +39.5% | +9.8% |
| 3M | +7.2% | -37.9% | +45.1% | +4.6% |
| 6M | -3.2% | -60.7% | +57.5% | -6.3% |
| YTD | -3.9% | -28.5% | +24.6% | -7.2% |
| 1Y | -14.7% | -13.2% | -1.4% | -17.3% |
| All | -14.7% | -17.1% | +2.5% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling