-1.1%
CDE vs LBRT
-23.4%
+22.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.3% | -5.0% | -2.0% |
| 7D | +3.1% | -1.9% | +5.0% | +3.0% |
| 30D | -10.3% | -32.0% | +21.7% | -7.2% |
| 3M | -19.1% | -39.7% | +20.6% | -15.4% |
| 6M | -24.0% | -61.1% | +37.1% | -17.5% |
| YTD | -15.6% | -29.4% | +13.8% | -13.5% |
| 1Y | -1.1% | -24.5% | +23.4% | -0.2% |
| All | -1.1% | -23.4% | +22.3% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling