+30.8%
DD vs LBRT
-25.2%
+56.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +8.1% | -2.2% | +5.4% |
| 7D | +9.8% | -11.9% | +21.7% | +10.2% |
| 30D | +19.3% | -31.9% | +51.3% | +20.7% |
| 3M | +9.4% | -34.9% | +44.2% | +10.8% |
| 6M | +4.8% | -60.7% | +65.5% | +7.9% |
| YTD | +30.2% | -29.2% | +59.5% | +29.5% |
| All | +30.8% | -25.2% | +56.0% | +31.5% |
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