+8.9%
CRCL vs LBRT
+77.7%
-68.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.2% |
| 7D | -11.2% | +1.8% | -13.0% | -11.5% |
| 30D | +27.1% | -2.5% | +29.6% | +27.2% |
| 3M | +9.6% | -24.9% | +34.5% | +14.0% |
| 6M | -19.7% | -29.5% | +9.8% | -15.5% |
| YTD | +14.2% | +14.7% | -0.5% | +10.4% |
| 1Y | -32.2% | +91.7% | -124.0% | -40.1% |
| All | +8.9% | +77.7% | -68.9% | +0.6% |
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 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