+26.5%
DLTR vs LBRT
-19.0%
+45.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +2.9% |
| 7D | +5.0% | -15.7% | +20.7% | +6.1% |
| 30D | +18.7% | -34.3% | +53.0% | +21.9% |
| 3M | +8.9% | -40.6% | +49.5% | +12.4% |
| 6M | +49.4% | -62.0% | +111.4% | +59.3% |
| YTD | +14.5% | -31.6% | +46.1% | +14.8% |
| 1Y | +32.5% | -25.8% | +58.3% | +31.7% |
| 3Y | +23.4% | -30.4% | +53.8% | +20.7% |
| 5Y | +26.2% | +18.7% | +7.5% | +16.1% |
| All | +26.5% | -19.0% | +45.5% | +8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling