+2,311.8%
DELL vs LBRT
+38.7%
+2,273.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.9% | -2.1% | +1.2% |
| 7D | +25.6% | +6.9% | +18.7% | +24.2% |
| 30D | +17.7% | +7.8% | +9.9% | +16.0% |
| 3M | +33.4% | -25.3% | +58.7% | +39.0% |
| 6M | +266.2% | -19.6% | +285.8% | +273.8% |
| YTD | +328.0% | +17.2% | +310.8% | +306.5% |
| 1Y | +339.6% | +114.1% | +225.5% | +269.3% |
| 3Y | +694.6% | +27.0% | +667.6% | +615.6% |
| 5Y | +1,122.0% | +128.3% | +993.7% | +866.8% |
| All | +2,311.8% | +38.7% | +2,273.0% | +1,496.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling