+187.4%
CEG vs LBRT
+26.0%
+161.4%
-50.7%
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 | +4.9% | +1.5% | +3.4% | +4.5% |
| 7D | +8.0% | +8.7% | -0.7% | +5.7% |
| 30D | +12.9% | +6.6% | +6.3% | +10.8% |
| 3M | +13.2% | -34.5% | +47.6% | +25.0% |
| 6M | -7.0% | -24.5% | +17.5% | -2.5% |
| YTD | -15.0% | +12.7% | -27.7% | -21.5% |
| 1Y | -2.7% | +94.8% | -97.6% | -25.5% |
| All | +187.4% | +26.0% | +161.4% | +158.9% |
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 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