+135.1%
BAC vs LBRT
+25.4%
+109.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | +1.1% | +8.3% | -7.2% | -0.1% |
| 30D | -0.4% | +6.1% | -6.5% | -1.4% |
| 3M | +16.9% | -34.8% | +51.7% | +23.8% |
| 6M | +26.6% | -24.8% | +51.4% | +29.8% |
| YTD | +15.8% | +12.2% | +3.6% | +9.2% |
| 1Y | +27.2% | +94.0% | -66.8% | +4.8% |
| All | +135.1% | +25.4% | +109.7% | +105.6% |
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