-10.6%
BA vs LBRT
-41.2%
+30.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -13.7% | +11.1% | -1.2% |
| 7D | -0.1% | -34.8% | +34.7% | +4.0% |
| 30D | -9.1% | -43.6% | +34.5% | -4.0% |
| 3M | -28.2% | -41.2% | +13.1% | -24.7% |
| 6M | -23.1% | -66.1% | +43.0% | -14.5% |
| YTD | -20.6% | -37.9% | +17.3% | -21.0% |
| 1Y | -12.7% | -33.9% | +21.2% | -14.5% |
| All | -10.6% | -41.2% | +30.6% | -15.1% |
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