-32.3%
BITO vs LBRT
+119.0%
-151.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -0.4% |
| 7D | +1.1% | +10.2% | -9.1% | +0.8% |
| 30D | +21.8% | +4.9% | +16.9% | +21.5% |
| 3M | +25.0% | -21.2% | +46.2% | +26.6% |
| 6M | +11.3% | -19.9% | +31.3% | +12.4% |
| YTD | -12.7% | +20.8% | -33.5% | -14.7% |
| 1Y | -32.3% | +123.5% | -155.8% | -35.1% |
| All | -32.3% | +119.0% | -151.3% | -35.1% |
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