+7.2%
DIS vs LBRT
-31.1%
+38.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.4% | -5.8% | -0.1% |
| 7D | +5.2% | -29.1% | +34.4% | +3.4% |
| 30D | +11.5% | -38.4% | +49.8% | +9.1% |
| 3M | +11.5% | -40.1% | +51.6% | +9.1% |
| 6M | +8.9% | -62.9% | +71.8% | +6.5% |
| YTD | +3.4% | -34.5% | +37.9% | -5.0% |
| 1Y | +7.2% | -30.2% | +37.4% | -3.5% |
| All | +7.2% | -31.1% | +38.3% | -3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling