+28.1%
BEN vs LBRT
+25.3%
+2.8%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | +11.3% | +13.8% | -2.5% | +9.3% |
| 30D | +15.0% | -32.4% | +47.4% | +20.8% |
| 3M | +7.8% | -39.9% | +47.7% | +14.9% |
| 6M | +15.5% | -60.8% | +76.3% | +30.1% |
| YTD | +55.4% | -29.3% | +84.7% | +56.4% |
| 1Y | +63.3% | -18.9% | +82.1% | +60.0% |
| 3Y | +83.4% | -28.0% | +111.4% | +74.6% |
| 5Y | +28.1% | +26.6% | +1.5% | +4.4% |
| All | +28.1% | +25.3% | +2.8% | +4.4% |
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