+155.9%
DINO vs LBRT
-16.2%
+172.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.1% | -5.5% | 0.0% |
| 7D | -10.7% | -11.9% | +1.3% | -7.1% |
| 30D | -17.8% | -31.9% | +14.2% | -7.9% |
| 3M | +23.3% | -34.9% | +58.2% | +39.4% |
| 6M | +39.6% | -60.7% | +100.2% | +82.1% |
| YTD | +121.6% | -29.2% | +150.8% | +133.5% |
| 1Y | +88.2% | -23.6% | +111.8% | +92.1% |
| 3Y | +114.4% | -26.8% | +141.2% | +106.6% |
| 5Y | +248.7% | +16.3% | +232.4% | +172.5% |
| All | +155.9% | -16.2% | +172.1% | +73.8% |
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