+4.3%
ENTG vs LBRT
+25.3%
-21.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +22.8% | +13.8% | +9.0% | +18.0% |
| 30D | -4.9% | -32.4% | +27.5% | +7.5% |
| 3M | -4.8% | -39.9% | +35.1% | +11.2% |
| 6M | +5.6% | -60.8% | +66.4% | +37.8% |
| YTD | +82.4% | -29.3% | +111.7% | +97.8% |
| 1Y | +82.9% | -18.9% | +101.7% | +90.6% |
| 3Y | +62.1% | -28.0% | +90.1% | +63.3% |
| 5Y | +4.3% | +26.6% | -22.3% | -7.2% |
| All | +4.3% | +25.3% | -21.0% | -7.2% |
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 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