-41.1%
DIS vs LBRT
+115.1%
-156.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.9% |
| 7D | -2.6% | +8.7% | -11.3% | -3.6% |
| 30D | +3.5% | +6.6% | -3.1% | +2.4% |
| 3M | +6.8% | -34.5% | +41.3% | +12.0% |
| 6M | +3.0% | -24.5% | +27.5% | +5.1% |
| YTD | -6.7% | +12.7% | -19.5% | -11.1% |
| 1Y | -10.1% | +94.8% | -104.9% | -22.7% |
| 3Y | +33.0% | +31.9% | +1.2% | +17.2% |
| All | -41.1% | +115.1% | -156.2% | -53.6% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling