+20.7%
BBY vs LBRT
+119.0%
-98.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.5% | -1.4% |
| 7D | +1.2% | +10.2% | -9.0% | +1.3% |
| 30D | +6.8% | +4.9% | +1.9% | +6.9% |
| 3M | +18.7% | -21.2% | +40.0% | +19.2% |
| 6M | +37.3% | -19.9% | +57.2% | +36.5% |
| YTD | +35.3% | +20.8% | +14.5% | +27.2% |
| 1Y | +20.7% | +123.5% | -102.9% | +4.5% |
| All | +20.7% | +119.0% | -98.3% | +4.5% |
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 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