+452.1%
BTSG vs LBRT
+10.4%
+441.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.3% |
| 7D | +2.7% | +8.7% | -6.0% | +1.7% |
| 30D | -3.6% | +6.6% | -10.2% | -4.5% |
| 3M | +5.8% | -34.5% | +40.3% | +11.1% |
| 6M | +44.7% | -24.5% | +69.2% | +47.6% |
| YTD | +62.2% | +12.7% | +49.4% | +54.1% |
| 1Y | +152.1% | +94.8% | +57.3% | +114.7% |
| All | +452.1% | +10.4% | +441.7% | +379.4% |
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