+11.5%
DLTR vs LBRT
-25.4%
+37.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | +0.5% |
| 7D | +2.5% | +8.7% | -6.3% | +3.7% |
| 30D | +2.1% | +6.6% | -4.5% | +3.2% |
| 3M | +20.3% | -34.5% | +54.7% | +9.4% |
| 6M | +11.5% | -24.5% | +36.0% | +8.5% |
| All | +11.5% | -25.4% | +37.0% | +8.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling