+38.3%
BN vs LBRT
+114.2%
-75.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -2.5% | +8.3% | -10.7% | -3.9% |
| 30D | -9.5% | +6.1% | -15.6% | -10.7% |
| 3M | -10.4% | -34.8% | +24.4% | -4.0% |
| 6M | -6.4% | -24.8% | +18.5% | -3.5% |
| YTD | -11.9% | +12.2% | -24.1% | -17.4% |
| 1Y | -8.6% | +94.0% | -102.6% | -25.8% |
| 3Y | +77.6% | +31.3% | +46.3% | +51.2% |
| All | +38.3% | +114.2% | -75.9% | +4.0% |
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