+73.2%
CVE vs LBRT
+26.0%
+47.2%
-49.6%
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 | -1.3% | +1.5% | -2.8% | -1.8% |
| 7D | +2.5% | +8.7% | -6.2% | -0.3% |
| 30D | +16.7% | +6.6% | +10.1% | +14.0% |
| 3M | +9.3% | -34.5% | +43.7% | +23.9% |
| 6M | +43.6% | -24.5% | +68.1% | +53.8% |
| YTD | +93.6% | +12.7% | +80.9% | +76.9% |
| 1Y | +98.8% | +94.8% | +3.9% | +40.0% |
| All | +73.2% | +26.0% | +47.2% | +33.8% |
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 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