+69.6%
BLK vs LBRT
+27.1%
+42.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.8% | -2.4% |
| 7D | -2.4% | +6.9% | -9.3% | -3.2% |
| 30D | -3.1% | +7.8% | -10.9% | -4.1% |
| 3M | +10.7% | -25.3% | +35.9% | +14.0% |
| 6M | +15.9% | -19.6% | +35.4% | +17.4% |
| YTD | +4.0% | +17.2% | -13.1% | -0.8% |
| 1Y | +1.3% | +114.1% | -112.8% | -13.9% |
| 3Y | +69.6% | +27.0% | +42.6% | +53.7% |
| All | +69.6% | +27.1% | +42.5% | +53.7% |
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