+42.5%
BEN vs LBRT
+115.1%
-72.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +3.3% |
| 7D | +0.2% | +8.7% | -8.5% | -1.0% |
| 30D | -0.5% | +6.6% | -7.1% | -1.7% |
| 3M | +9.7% | -34.5% | +44.2% | +15.8% |
| 6M | +33.9% | -24.5% | +58.4% | +37.2% |
| YTD | +49.0% | +12.7% | +36.3% | +41.6% |
| 1Y | +42.1% | +94.8% | -52.7% | +20.5% |
| 3Y | +51.9% | +31.9% | +20.0% | +32.8% |
| All | +42.5% | +115.1% | -72.7% | +5.1% |
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