+23.9%
BTI vs LBRT
-25.0%
+48.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -11.2% | +14.6% | +2.9% |
| 7D | +5.3% | -25.3% | +30.6% | +4.1% |
| 30D | +19.1% | -32.9% | +52.0% | +17.6% |
| 3M | +6.5% | -33.3% | +39.8% | +5.1% |
| 6M | +9.4% | -61.0% | +70.4% | +10.2% |
| YTD | +14.4% | -28.0% | +42.4% | +7.9% |
| 1Y | +23.9% | -21.5% | +45.4% | +16.9% |
| All | +23.9% | -25.0% | +48.9% | +16.9% |
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