+7.8%
EIX vs LBRT
-23.3%
+31.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -1.5% | +13.8% | -15.3% | -0.8% |
| 30D | +8.1% | -32.4% | +40.5% | +6.3% |
| 3M | -12.1% | -39.9% | +27.8% | -13.7% |
| 6M | -13.4% | -60.8% | +47.4% | -15.6% |
| YTD | +5.6% | -29.3% | +34.8% | +3.1% |
| 1Y | +7.8% | -18.9% | +26.7% | +6.1% |
| All | +7.8% | -23.3% | +31.1% | +6.1% |
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 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