+569.8%
DELL vs LBRT
+28.1%
+541.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.3% | -7.5% |
| 7D | +4.9% | +9.2% | -4.3% | +2.6% |
| 30D | -32.1% | -27.5% | -4.6% | -26.4% |
| 3M | -30.2% | -37.9% | +7.7% | -21.8% |
| 6M | +41.7% | -60.7% | +102.4% | +72.6% |
| YTD | +176.6% | -28.5% | +205.1% | +190.6% |
| 1Y | +159.9% | -13.2% | +173.2% | +160.8% |
| 3Y | +388.0% | -28.8% | +416.8% | +385.6% |
| All | +569.8% | +28.1% | +541.8% | +468.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling