+70.8%
DRI vs LBRT
-28.3%
+99.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.1% | -6.6% | +1.3% |
| 7D | +3.1% | -11.9% | +15.0% | +3.4% |
| 30D | +16.2% | -31.9% | +48.2% | +17.6% |
| 3M | +8.4% | -34.9% | +43.2% | +9.8% |
| 6M | +19.0% | -60.7% | +79.7% | +23.9% |
| YTD | +28.8% | -29.2% | +58.0% | +27.4% |
| 1Y | +33.1% | -23.6% | +56.8% | +30.6% |
| 3Y | +70.8% | -26.8% | +97.6% | +62.4% |
| All | +70.8% | -28.3% | +99.1% | +62.4% |
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