+17.5%
DRI vs LBRT
-62.5%
+80.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.4% | -6.4% | -0.4% |
| 7D | +2.8% | -29.1% | +32.0% | -0.7% |
| 30D | +13.3% | -38.4% | +51.6% | +8.0% |
| 3M | +8.2% | -40.1% | +48.2% | +3.3% |
| 6M | +17.5% | -62.9% | +80.4% | +5.1% |
| All | +17.5% | -62.5% | +80.1% | +5.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling