+1,579.1%
DELL vs LBRT
-16.2%
+1,595.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +17.1% | +13.8% | +3.3% | +14.3% |
| 30D | -35.1% | -32.4% | -2.7% | -29.8% |
| 3M | -23.3% | -39.9% | +16.6% | -15.4% |
| 6M | +55.8% | -60.8% | +116.6% | +83.2% |
| YTD | +198.0% | -29.3% | +227.2% | +212.2% |
| 1Y | +166.6% | -18.9% | +185.4% | +172.2% |
| 3Y | +427.6% | -28.0% | +455.6% | +430.4% |
| 5Y | +630.6% | +26.6% | +604.1% | +549.5% |
| All | +1,579.1% | -16.2% | +1,595.3% | +1,126.3% |
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