+21.0%
BEN vs LBRT
+6.0%
+15.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.4% | -0.7% | +4.0% |
| 7D | +6.6% | -29.1% | +35.8% | +11.4% |
| 30D | +3.8% | -38.4% | +42.2% | +10.5% |
| 3M | +0.2% | -40.1% | +40.3% | +6.7% |
| 6M | +10.4% | -62.9% | +73.3% | +25.4% |
| YTD | +46.2% | -34.5% | +80.7% | +48.8% |
| 1Y | +52.3% | -30.2% | +82.5% | +52.8% |
| 3Y | +65.9% | -37.5% | +103.4% | +61.5% |
| All | +21.0% | +6.0% | +15.0% | +2.8% |
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