+157.0%
BTI vs LBRT
+6.0%
+151.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.4% | -8.8% | -3.6% |
| 7D | -1.0% | -29.1% | +28.1% | -0.1% |
| 30D | +13.0% | -38.4% | +51.4% | +14.5% |
| 3M | +5.3% | -40.1% | +45.4% | +6.7% |
| 6M | +5.3% | -62.9% | +68.2% | +8.9% |
| YTD | +12.4% | -34.5% | +46.9% | +12.5% |
| 1Y | +18.9% | -30.2% | +49.2% | +18.6% |
| 3Y | +144.0% | -37.5% | +181.5% | +141.2% |
| All | +157.0% | +6.0% | +151.0% | +135.6% |
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