+52.0%
BTI vs LBRT
+33.5%
+18.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.2% |
| 7D | -1.4% | +8.7% | -10.1% | -2.0% |
| 30D | -6.6% | +6.6% | -13.2% | -7.2% |
| 3M | -3.0% | -34.5% | +31.5% | -0.3% |
| 6M | -6.7% | -24.5% | +17.8% | -5.4% |
| YTD | +0.6% | +12.7% | -12.2% | -1.6% |
| 1Y | +5.6% | +94.8% | -89.2% | -2.0% |
| 3Y | +110.3% | +31.9% | +78.5% | +96.8% |
| 5Y | +114.3% | +111.8% | +2.4% | +86.1% |
| All | +52.0% | +33.5% | +18.6% | +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 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