-49.2%
CHTR vs LBRT
+119.0%
-168.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.1% | -11.2% | -8.0% |
| 7D | -15.8% | +10.2% | -26.0% | -15.5% |
| 30D | -12.7% | +4.9% | -17.5% | -12.4% |
| 3M | -1.1% | -21.2% | +20.1% | -1.7% |
| 6M | -39.9% | -19.9% | -20.0% | -40.6% |
| YTD | -35.9% | +20.8% | -56.6% | -37.2% |
| 1Y | -49.2% | +123.5% | -172.7% | -49.8% |
| All | -49.2% | +119.0% | -168.1% | -49.8% |
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