+160.9%
DINO vs LBRT
-16.4%
+177.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.3% | -0.3% | +1.9% |
| 7D | -2.7% | -1.9% | -0.8% | -2.4% |
| 30D | -17.2% | -32.0% | +14.8% | -7.2% |
| 3M | +18.9% | -39.7% | +58.6% | +37.8% |
| 6M | +40.6% | -61.1% | +101.7% | +84.1% |
| YTD | +125.9% | -29.4% | +155.3% | +138.2% |
| 1Y | +90.9% | -24.5% | +115.4% | +95.5% |
| 3Y | +113.4% | -28.1% | +141.4% | +106.8% |
| 5Y | +258.3% | +23.9% | +234.4% | +174.4% |
| All | +160.9% | -16.4% | +177.3% | +77.4% |
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 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