+178.2%
DOV vs LBRT
-22.5%
+200.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.4% | -4.7% | -0.2% |
| 7D | -1.9% | -29.1% | +27.3% | +3.3% |
| 30D | +8.3% | -38.4% | +46.6% | +16.5% |
| 3M | -3.1% | -40.1% | +37.0% | +4.4% |
| 6M | -9.8% | -62.9% | +53.1% | +4.3% |
| YTD | +5.2% | -34.5% | +39.7% | +9.4% |
| 1Y | +15.3% | -30.2% | +45.5% | +18.3% |
| 3Y | +58.8% | -37.5% | +96.2% | +59.3% |
| 5Y | +26.6% | +7.6% | +19.0% | +11.1% |
| All | +178.2% | -22.5% | +200.7% | +103.1% |
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 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