+143.3%
DELL vs LBRT
-25.0%
+168.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -11.2% | +2.4% | -5.7% |
| 7D | -24.6% | -25.3% | +0.7% | -18.6% |
| 30D | -32.5% | -32.9% | +0.4% | -25.6% |
| 3M | -20.2% | -33.3% | +13.1% | -11.8% |
| 6M | +76.5% | -61.0% | +137.4% | +103.6% |
| YTD | +198.9% | -28.0% | +226.9% | +200.0% |
| 1Y | +143.3% | -21.5% | +164.8% | +141.6% |
| All | +143.3% | -25.0% | +168.4% | +141.6% |
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 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