+69.6%
BHP vs LBRT
+101.6%
-32.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.4% |
| 7D | -2.9% | +8.7% | -11.6% | -3.5% |
| 30D | +3.4% | +6.6% | -3.2% | +2.8% |
| 3M | +4.1% | -34.5% | +38.5% | +7.0% |
| 6M | +20.6% | -24.5% | +45.1% | +22.2% |
| YTD | +56.1% | +12.7% | +43.3% | +53.2% |
| 1Y | +69.6% | +94.8% | -25.2% | +64.0% |
| All | +69.6% | +101.6% | -32.0% | +64.0% |
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 2025-09-04 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling