+8.9%
DOCS vs LBRT
+26.0%
-17.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.2% | -2.8% |
| 7D | -1.4% | +8.7% | -10.2% | -1.9% |
| 30D | +21.8% | +6.6% | +15.2% | +21.1% |
| 3M | +27.3% | -34.5% | +61.8% | +31.0% |
| 6M | -0.3% | -24.5% | +24.2% | +0.4% |
| YTD | -40.5% | +12.7% | -53.2% | -43.7% |
| 1Y | -61.5% | +94.8% | -156.4% | -66.9% |
| All | +8.9% | +26.0% | -17.0% | -4.8% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling