+92.5%
EOG vs LBRT
+6.0%
+86.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.4% | -3.8% | -0.2% |
| 7D | -11.1% | -29.1% | +18.0% | -1.1% |
| 30D | +2.7% | -38.4% | +41.1% | +19.0% |
| 3M | +8.8% | -40.1% | +48.8% | +26.2% |
| 6M | +10.8% | -62.9% | +73.7% | +48.5% |
| YTD | +44.6% | -34.5% | +79.1% | +53.3% |
| 1Y | +44.6% | -30.2% | +74.8% | +48.4% |
| 3Y | +29.5% | -37.5% | +67.0% | +26.3% |
| All | +92.5% | +6.0% | +86.5% | +38.5% |
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