+82.8%
DRI vs LBRT
+28.1%
+54.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | +1.1% | +9.2% | -8.1% | +0.5% |
| 30D | +9.7% | -27.5% | +37.2% | +11.5% |
| 3M | +3.2% | -37.9% | +41.1% | +5.7% |
| 6M | +20.6% | -60.7% | +81.3% | +27.3% |
| YTD | +28.3% | -28.5% | +56.8% | +27.8% |
| 1Y | +34.5% | -13.2% | +47.8% | +31.5% |
| 3Y | +66.5% | -28.8% | +95.3% | +60.5% |
| All | +82.8% | +28.1% | +54.7% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling