-30.9%
DKS vs LBRT
-25.2%
-5.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.1% | -3.2% | +5.0% |
| 7D | +3.8% | -11.9% | +15.8% | +3.3% |
| 30D | +8.1% | -31.9% | +40.0% | +7.5% |
| 3M | -28.6% | -34.9% | +6.3% | -28.9% |
| 6M | -33.6% | -60.7% | +27.1% | -34.0% |
| YTD | -23.8% | -29.2% | +5.4% | -27.4% |
| All | -30.9% | -25.2% | -5.7% | -34.5% |
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