+45.6%
DKS vs LBRT
-27.1%
+72.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.6% |
| 7D | +6.3% | +9.2% | -2.9% | +5.0% |
| 30D | +9.3% | -27.5% | +36.8% | +13.6% |
| 3M | -25.3% | -37.9% | +12.6% | -20.6% |
| 6M | -29.2% | -60.7% | +31.5% | -19.4% |
| YTD | -22.7% | -28.5% | +5.8% | -23.7% |
| 1Y | -30.1% | -13.2% | -16.9% | -34.2% |
| 3Y | +45.6% | -28.8% | +74.4% | +35.7% |
| All | +45.6% | -27.1% | +72.7% | +35.7% |
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