+122.5%
DELL vs LBRT
-31.1%
+153.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.4% | -1.7% | +1.9% |
| 7D | -22.6% | -29.1% | +6.6% | -14.4% |
| 30D | -43.2% | -38.4% | -4.8% | -35.3% |
| 3M | -24.8% | -40.1% | +15.2% | -13.9% |
| 6M | +38.0% | -62.9% | +100.9% | +64.3% |
| YTD | +163.7% | -34.5% | +198.3% | +173.7% |
| 1Y | +122.5% | -30.2% | +152.8% | +128.4% |
| All | +122.5% | -31.1% | +153.7% | +128.4% |
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