+179.6%
CAH vs LBRT
-27.1%
+206.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.1% |
| 7D | +3.5% | +9.2% | -5.7% | +3.3% |
| 30D | +13.5% | -27.5% | +41.0% | +14.0% |
| 3M | +21.8% | -37.9% | +59.7% | +22.8% |
| 6M | +51.5% | -60.7% | +112.2% | +54.9% |
| YTD | +38.1% | -28.5% | +66.6% | +37.1% |
| 1Y | +37.7% | -13.2% | +50.9% | +35.5% |
| 3Y | +179.6% | -28.8% | +208.4% | +172.1% |
| All | +179.6% | -27.1% | +206.7% | +172.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling