-32.1%
BITO vs LBRT
-23.3%
-8.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.3% |
| 7D | -6.3% | +13.8% | -20.2% | -6.7% |
| 30D | -14.6% | -32.4% | +17.8% | -13.9% |
| 3M | +11.4% | -39.9% | +51.3% | +12.6% |
| 6M | -13.3% | -60.8% | +47.5% | -10.2% |
| YTD | -20.9% | -29.3% | +8.3% | -23.5% |
| 1Y | -32.1% | -18.9% | -13.2% | -38.8% |
| All | -32.1% | -23.3% | -8.8% | -38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling