+55.1%
BITO vs LBRT
-27.1%
+82.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -3.7% |
| 7D | -9.2% | +9.2% | -18.4% | -10.1% |
| 30D | -15.9% | -27.5% | +11.6% | -13.3% |
| 3M | +7.3% | -37.9% | +45.2% | +12.2% |
| 6M | -15.2% | -60.7% | +45.5% | -6.6% |
| YTD | -23.8% | -28.5% | +4.7% | -23.6% |
| 1Y | -32.2% | -13.2% | -19.0% | -34.2% |
| 3Y | +55.1% | -28.8% | +83.9% | +59.8% |
| All | +55.1% | -27.1% | +82.2% | +59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling