+6.0%
CLSK vs LBRT
+120.5%
-114.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.0% | +5.8% | +6.5% |
| 7D | +7.7% | +1.8% | +5.9% | +7.1% |
| 30D | +12.2% | -2.5% | +14.7% | +13.0% |
| 3M | -15.5% | -24.9% | +9.4% | -8.9% |
| 6M | +39.3% | -29.5% | +68.8% | +50.6% |
| YTD | +35.1% | +14.7% | +20.3% | +22.1% |
| 1Y | +34.0% | +91.7% | -57.7% | -0.5% |
| 3Y | +226.3% | +24.6% | +201.6% | +167.5% |
| All | +6.0% | +120.5% | -114.6% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling