+28.8%
DOW vs LBRT
+99.1%
-70.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.2% |
| 7D | -2.4% | +8.7% | -11.1% | -3.6% |
| 30D | +0.4% | +6.6% | -6.2% | -0.7% |
| 3M | -14.4% | -34.5% | +20.1% | -9.8% |
| 6M | -7.0% | -24.5% | +17.5% | -3.5% |
| YTD | +30.2% | +12.7% | +17.5% | +29.8% |
| All | +28.8% | +99.1% | -70.3% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling