+118.4%
DAL vs LBRT
+22.2%
+96.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.3% | -4.2% | -1.5% |
| 7D | +2.3% | -1.9% | +4.2% | +2.5% |
| 30D | +14.3% | -32.0% | +46.3% | +20.8% |
| 3M | +1.3% | -39.7% | +41.0% | +8.9% |
| 6M | +29.3% | -61.1% | +90.4% | +48.8% |
| YTD | +33.0% | -29.4% | +62.4% | +33.4% |
| 1Y | +59.8% | -24.5% | +84.3% | +57.5% |
| 3Y | +177.2% | -28.1% | +205.3% | +159.1% |
| 5Y | +118.4% | +23.9% | +94.5% | +75.6% |
| All | +118.4% | +22.2% | +96.1% | +75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling