+207.2%
COMP vs LBRT
+26.0%
+181.2%
-50.8%
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 | +0.5% | +1.5% | -0.9% | +0.4% |
| 7D | +1.4% | +8.7% | -7.4% | +0.7% |
| 30D | -13.3% | +6.6% | -19.9% | -13.9% |
| 3M | +41.1% | -34.5% | +75.6% | +45.9% |
| 6M | +17.2% | -24.5% | +41.7% | +18.2% |
| YTD | +5.2% | +12.7% | -7.5% | -0.1% |
| 1Y | +18.9% | +94.8% | -75.9% | +0.9% |
| All | +207.2% | +26.0% | +181.2% | +170.3% |
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