+116.7%
BHP vs LBRT
+115.1%
+1.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | -2.9% | +8.7% | -11.6% | -4.4% |
| 30D | +3.4% | +6.6% | -3.2% | +1.9% |
| 3M | +4.1% | -34.5% | +38.5% | +11.4% |
| 6M | +20.6% | -24.5% | +45.1% | +24.5% |
| YTD | +56.1% | +12.7% | +43.3% | +47.9% |
| 1Y | +69.6% | +94.8% | -25.2% | +41.1% |
| 3Y | +78.8% | +31.9% | +47.0% | +52.5% |
| All | +116.7% | +115.1% | +1.6% | +60.8% |
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