+52.5%
DAL vs LBRT
-31.1%
+83.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.4% | -3.2% | +2.2% |
| 7D | +8.8% | -29.1% | +37.9% | +8.3% |
| 30D | +5.4% | -38.4% | +43.8% | +5.1% |
| 3M | -4.9% | -40.1% | +35.1% | -5.1% |
| 6M | +19.8% | -62.9% | +82.7% | +20.5% |
| YTD | +27.0% | -34.5% | +61.5% | +19.1% |
| 1Y | +52.5% | -30.2% | +82.7% | +44.0% |
| All | +52.5% | -31.1% | +83.6% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling