+69.7%
BTI vs LBRT
-19.0%
+88.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +1.4% |
| 7D | -0.1% | -15.7% | +15.5% | +0.9% |
| 30D | +9.6% | -34.3% | +43.8% | +12.4% |
| 3M | +8.3% | -40.6% | +48.9% | +11.7% |
| 6M | +7.5% | -62.0% | +69.5% | +14.3% |
| YTD | +12.3% | -31.6% | +43.9% | +13.2% |
| 1Y | +16.2% | -25.8% | +42.0% | +16.3% |
| 3Y | +148.0% | -30.4% | +178.4% | +143.0% |
| 5Y | +153.2% | +18.7% | +134.6% | +129.4% |
| All | +69.7% | -19.0% | +88.8% | +34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling