+101.9%
EAT vs LBRT
-31.1%
+133.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.4% | -8.2% | -2.7% |
| 7D | -2.6% | -29.1% | +26.5% | -3.6% |
| 30D | +11.5% | -38.4% | +49.9% | +9.5% |
| 3M | -9.1% | -40.1% | +30.9% | -10.6% |
| 6M | +40.4% | -62.9% | +103.3% | +34.6% |
| YTD | +43.9% | -34.5% | +78.5% | +40.8% |
| 1Y | +101.9% | -30.2% | +132.2% | +104.4% |
| All | +101.9% | -31.1% | +133.1% | +104.4% |
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 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