-2.0%
EIX vs LBRT
+26.0%
-28.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.7% |
| 7D | -19.1% | +8.7% | -27.8% | -19.5% |
| 30D | -16.9% | +6.6% | -23.5% | -17.4% |
| 3M | -20.0% | -34.5% | +14.5% | -17.7% |
| 6M | -21.3% | -24.5% | +3.2% | -20.3% |
| YTD | -1.7% | +12.7% | -14.4% | -4.7% |
| 1Y | +9.6% | +94.8% | -85.3% | -1.9% |
| All | -2.0% | +26.0% | -28.0% | -11.2% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling