+114.4%
BTI vs LBRT
+21.3%
+93.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.1% |
| 7D | -1.4% | +8.7% | -10.1% | -1.4% |
| 30D | -6.6% | +6.6% | -13.2% | -6.6% |
| 3M | -3.0% | -34.5% | +31.5% | -2.6% |
| 6M | -6.7% | -24.5% | +17.8% | -6.5% |
| YTD | +0.6% | +12.7% | -12.2% | +0.4% |
| 1Y | +5.6% | +94.8% | -89.2% | +5.3% |
| All | +114.4% | +21.3% | +93.0% | +105.8% |
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