-45.6%
CHTR vs LBRT
-25.0%
-20.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -11.2% | +16.9% | +4.6% |
| 7D | +14.1% | -25.3% | +39.4% | +11.5% |
| 30D | +11.6% | -32.9% | +44.5% | +8.8% |
| 3M | -21.4% | -33.3% | +11.9% | -23.6% |
| 6M | -27.3% | -61.0% | +33.7% | -30.8% |
| YTD | -42.4% | -28.0% | -14.4% | -46.8% |
| 1Y | -45.6% | -21.5% | -24.1% | -49.6% |
| All | -45.6% | -25.0% | -20.5% | -49.6% |
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