+26.1%
BEN vs LBRT
+33.5%
-7.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.3% |
| 7D | +0.2% | +8.3% | -8.0% | -1.3% |
| 30D | -0.5% | +6.1% | -6.7% | -1.9% |
| 3M | +9.7% | -34.8% | +44.5% | +17.2% |
| 6M | +33.9% | -24.8% | +58.7% | +38.1% |
| YTD | +49.0% | +12.2% | +36.8% | +41.0% |
| 1Y | +42.1% | +94.0% | -51.9% | +18.5% |
| 3Y | +51.9% | +31.3% | +20.6% | +31.4% |
| 5Y | +39.0% | +111.8% | -72.8% | +3.1% |
| All | +26.1% | +33.5% | -7.3% | -17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling