-4.6%
BA vs LBRT
+25.4%
-30.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.7% |
| 7D | +1.2% | +8.3% | -7.1% | +0.2% |
| 30D | -11.6% | +6.1% | -17.8% | -12.3% |
| 3M | -2.4% | -34.8% | +32.4% | +1.9% |
| 6M | -6.6% | -24.8% | +18.2% | -5.2% |
| YTD | -2.2% | +12.2% | -14.5% | -7.9% |
| 1Y | -8.0% | +94.0% | -102.0% | -23.5% |
| All | -4.6% | +25.4% | -30.0% | -17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling