+72.6%
EOG vs LBRT
+33.5%
+39.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.6% | -0.9% |
| 7D | +1.3% | +8.3% | -7.0% | -1.6% |
| 30D | +8.2% | +6.1% | +2.0% | +5.5% |
| 3M | +3.8% | -34.8% | +38.6% | +18.1% |
| 6M | +15.3% | -24.8% | +40.1% | +23.2% |
| YTD | +41.7% | +12.2% | +29.5% | +28.3% |
| 1Y | +23.6% | +94.0% | -70.4% | -13.0% |
| 3Y | +23.3% | +31.3% | -8.0% | -5.7% |
| 5Y | +170.4% | +111.8% | +58.6% | +64.1% |
| All | +72.6% | +33.5% | +39.2% | -1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling