+252.4%
DINO vs LBRT
+28.1%
+224.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | +5.7% | +9.2% | -3.5% | +2.7% |
| 30D | -19.6% | -27.5% | +8.0% | -11.9% |
| 3M | +11.8% | -37.9% | +49.7% | +28.0% |
| 6M | +49.0% | -60.7% | +109.7% | +94.2% |
| YTD | +128.1% | -28.5% | +156.6% | +137.6% |
| 1Y | +96.3% | -13.2% | +109.5% | +89.8% |
| 3Y | +113.8% | -28.8% | +142.6% | +105.1% |
| All | +252.4% | +28.1% | +224.3% | +147.2% |
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