+89.1%
BEN vs LBRT
-28.0%
+117.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.4% |
| 7D | +7.2% | -1.9% | +9.1% | +7.3% |
| 30D | +14.1% | -32.0% | +46.1% | +18.7% |
| 3M | +9.9% | -39.7% | +49.6% | +15.8% |
| 6M | +17.4% | -61.1% | +78.5% | +30.1% |
| YTD | +57.3% | -29.4% | +86.7% | +56.6% |
| 1Y | +66.9% | -24.5% | +91.4% | +63.7% |
| All | +89.1% | -28.0% | +117.1% | +78.5% |
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 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