+35.4%
CVS vs LBRT
+101.6%
-66.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.5% |
| 7D | +4.0% | +8.7% | -4.8% | +3.6% |
| 30D | -2.4% | +6.6% | -9.0% | -2.7% |
| 3M | +2.7% | -34.5% | +37.1% | +4.0% |
| 6M | +21.9% | -24.5% | +46.4% | +22.5% |
| YTD | +24.7% | +12.7% | +12.0% | +22.9% |
| 1Y | +35.4% | +94.8% | -59.4% | +25.2% |
| All | +35.4% | +101.6% | -66.2% | +25.2% |
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 2025-09-04 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling