+79.9%
DPZ vs LBRT
+33.5%
+46.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.8% |
| 7D | -2.5% | +8.7% | -11.3% | -2.8% |
| 30D | -7.0% | +6.6% | -13.6% | -7.2% |
| 3M | +11.6% | -34.5% | +46.1% | +13.1% |
| 6M | -15.2% | -24.5% | +9.3% | -14.7% |
| YTD | -17.2% | +12.7% | -30.0% | -18.3% |
| 1Y | -24.8% | +94.8% | -119.7% | -27.9% |
| 3Y | -8.7% | +31.9% | -40.5% | -11.8% |
| 5Y | -28.9% | +111.8% | -140.7% | -33.3% |
| All | +79.9% | +33.5% | +46.4% | +60.5% |
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 2016-09-04 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling