+1,076.1%
BE vs LBRT
+115.1%
+961.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.5% | +5.9% | +6.8% |
| 7D | +20.0% | +8.7% | +11.2% | +16.3% |
| 30D | +7.9% | +6.6% | +1.3% | +5.0% |
| 3M | -13.2% | -34.5% | +21.3% | 0.0% |
| 6M | +53.5% | -24.5% | +78.0% | +67.6% |
| YTD | +191.0% | +12.7% | +178.3% | +173.5% |
| 1Y | +360.5% | +94.8% | +265.7% | +259.2% |
| 3Y | +1,568.0% | +31.9% | +1,536.1% | +1,321.8% |
| All | +1,076.1% | +115.1% | +961.0% | +729.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling