+196.4%
DOCN vs LBRT
-41.2%
+237.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -13.7% | -2.2% | -10.9% |
| 7D | -29.3% | -34.8% | +5.5% | -17.9% |
| 30D | -46.0% | -43.6% | -2.4% | -34.1% |
| 3M | -43.2% | -41.2% | -2.0% | -31.7% |
| 6M | -53.7% | -66.1% | +12.4% | -34.9% |
| YTD | +46.9% | -37.9% | +84.8% | +72.7% |
| 1Y | +54.3% | -33.9% | +88.2% | +77.8% |
| All | +196.4% | -41.2% | +237.6% | +229.1% |
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