+265.0%
C vs LBRT
+26.0%
+239.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | +3.6% | +8.7% | -5.1% | +2.1% |
| 30D | +0.1% | +6.6% | -6.5% | -1.2% |
| 3M | +2.4% | -34.5% | +36.9% | +9.4% |
| 6M | +24.9% | -24.5% | +49.4% | +28.6% |
| YTD | +19.8% | +12.7% | +7.1% | +12.3% |
| 1Y | +44.9% | +94.8% | -50.0% | +16.6% |
| All | +265.0% | +26.0% | +239.0% | +221.5% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling