+40.2%
BBY vs LBRT
-23.3%
+63.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.6% |
| 7D | +4.0% | +13.8% | -9.8% | +5.5% |
| 30D | +17.6% | -32.4% | +50.0% | +12.8% |
| 3M | +25.9% | -39.9% | +65.8% | +20.0% |
| 6M | +85.1% | -60.8% | +145.9% | +71.6% |
| YTD | +60.6% | -29.3% | +89.9% | +42.1% |
| 1Y | +40.2% | -18.9% | +59.0% | +20.9% |
| All | +40.2% | -23.3% | +63.4% | +20.9% |
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