+319.1%
DELL vs LBRT
+101.6%
+217.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.4% |
| 7D | +14.9% | +8.7% | +6.1% | +13.9% |
| 30D | +13.3% | +6.6% | +6.7% | +12.6% |
| 3M | +24.4% | -34.5% | +58.9% | +27.4% |
| 6M | +258.0% | -24.5% | +282.5% | +260.0% |
| YTD | +320.2% | +12.7% | +307.5% | +303.7% |
| 1Y | +319.1% | +94.8% | +224.2% | +296.0% |
| All | +319.1% | +101.6% | +217.4% | +296.0% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling