-0.2%
BTDR vs LBRT
+106.9%
-107.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.9% | -1.6% | +2.0% |
| 7D | +22.4% | +6.9% | +15.5% | +21.7% |
| 30D | +16.5% | +7.8% | +8.7% | +15.4% |
| 3M | -31.5% | -25.3% | -6.2% | -30.7% |
| 6M | +74.0% | -19.6% | +93.6% | +72.0% |
| YTD | +13.0% | +17.2% | -4.1% | +6.2% |
| 1Y | -0.2% | +114.1% | -114.3% | +11.4% |
| All | -0.2% | +106.9% | -107.2% | +11.4% |
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