+31.6%
DRI vs LBRT
-31.1%
+62.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.4% | -6.4% | -0.6% |
| 7D | +2.8% | -29.1% | +32.0% | +0.6% |
| 30D | +13.3% | -38.4% | +51.6% | +10.1% |
| 3M | +8.2% | -40.1% | +48.2% | +5.2% |
| 6M | +17.5% | -62.9% | +80.4% | +12.8% |
| YTD | +26.9% | -34.5% | +61.4% | +24.5% |
| 1Y | +31.6% | -30.2% | +61.8% | +31.0% |
| All | +31.6% | -31.1% | +62.7% | +31.0% |
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