+34.5%
BBY vs LBRT
-25.0%
+59.5%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -11.2% | +19.2% | +6.5% |
| 7D | +4.5% | -25.3% | +29.9% | +1.2% |
| 30D | +16.0% | -32.9% | +48.9% | +11.6% |
| 3M | +18.6% | -33.3% | +51.9% | +14.2% |
| 6M | +80.1% | -61.0% | +141.0% | +67.8% |
| YTD | +57.4% | -28.0% | +85.4% | +40.6% |
| 1Y | +34.5% | -21.5% | +56.0% | +19.3% |
| All | +34.5% | -25.0% | +59.5% | +19.3% |
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