+58.8%
DOV vs LBRT
-38.0%
+96.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.4% | -4.7% | -0.2% |
| 7D | -1.9% | -29.1% | +27.3% | +3.0% |
| 30D | +8.3% | -38.4% | +46.6% | +16.1% |
| 3M | -3.1% | -40.1% | +37.0% | +4.1% |
| 6M | -9.8% | -62.9% | +53.1% | +4.1% |
| YTD | +5.2% | -34.5% | +39.7% | +8.3% |
| 1Y | +15.3% | -30.2% | +45.5% | +17.0% |
| 3Y | +58.8% | -37.5% | +96.2% | +58.1% |
| All | +58.8% | -38.0% | +96.8% | +58.1% |
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