+135.1%
BAC vs LBRT
+26.0%
+109.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.3% |
| 7D | +1.1% | +8.7% | -7.6% | -0.2% |
| 30D | -0.4% | +6.6% | -7.0% | -1.5% |
| 3M | +16.9% | -34.5% | +51.4% | +23.7% |
| 6M | +26.6% | -24.5% | +51.1% | +29.7% |
| YTD | +15.8% | +12.7% | +3.1% | +9.2% |
| 1Y | +27.2% | +94.8% | -67.7% | +4.7% |
| All | +135.1% | +26.0% | +109.1% | +105.5% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling