+70.3%
CVX vs LBRT
-27.9%
+98.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.3% | +1.4% |
| 7D | +1.6% | +13.8% | -12.2% | -0.7% |
| 30D | -0.6% | -32.4% | +31.8% | +5.5% |
| 3M | +11.0% | -39.9% | +50.9% | +20.0% |
| 6M | +18.4% | -60.8% | +79.3% | +37.2% |
| YTD | +45.9% | -29.3% | +75.2% | +48.4% |
| 1Y | +46.7% | -18.9% | +65.5% | +44.3% |
| All | +70.3% | -27.9% | +98.2% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling