+258.6%
BHP vs LBRT
+33.5%
+225.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | -2.9% | +8.7% | -11.6% | -4.5% |
| 30D | +3.4% | +6.6% | -3.2% | +1.7% |
| 3M | +4.1% | -34.5% | +38.5% | +11.9% |
| 6M | +20.6% | -24.5% | +45.1% | +24.8% |
| YTD | +56.1% | +12.7% | +43.3% | +47.8% |
| 1Y | +69.6% | +94.8% | -25.2% | +40.7% |
| 3Y | +78.8% | +31.9% | +47.0% | +53.5% |
| 5Y | +113.1% | +111.8% | +1.2% | +57.9% |
| All | +258.6% | +33.5% | +225.1% | +132.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling