+43.9%
DIS vs LBRT
-41.2%
+85.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -13.7% | +12.2% | -0.4% |
| 7D | +5.7% | -34.8% | +40.5% | +9.0% |
| 30D | +12.7% | -43.6% | +56.3% | +17.6% |
| 3M | +15.2% | -41.2% | +56.4% | +19.3% |
| 6M | +17.6% | -66.1% | +83.6% | +28.8% |
| YTD | +3.8% | -37.9% | +41.7% | +3.2% |
| 1Y | +6.8% | -33.9% | +40.7% | +4.8% |
| All | +43.9% | -41.2% | +85.0% | +33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling