+318.0%
CNQ vs LBRT
+35.9%
+282.1%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -0.9% |
| 7D | +0.1% | +1.8% | -1.7% | -0.6% |
| 30D | +6.2% | -2.5% | +8.7% | +6.7% |
| 3M | +12.4% | -24.9% | +37.3% | +21.1% |
| 6M | +9.0% | -29.5% | +38.5% | +19.3% |
| YTD | +52.2% | +14.7% | +37.5% | +38.1% |
| 1Y | +65.0% | +91.7% | -26.7% | +20.1% |
| 3Y | +78.8% | +24.6% | +54.2% | +43.7% |
| 5Y | +286.0% | +127.7% | +158.3% | +136.2% |
| All | +318.0% | +35.9% | +282.1% | +124.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling