+181.8%
EQIX vs LBRT
+33.5%
+148.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.5% |
| 7D | -0.8% | +8.3% | -9.1% | -1.2% |
| 30D | -1.4% | +6.1% | -7.6% | -1.8% |
| 3M | -4.4% | -34.8% | +30.3% | -2.6% |
| 6M | +7.9% | -24.8% | +32.8% | +9.1% |
| YTD | +37.3% | +12.2% | +25.1% | +35.6% |
| 1Y | +37.8% | +94.0% | -56.2% | +31.5% |
| 3Y | +42.0% | +31.3% | +10.7% | +36.9% |
| 5Y | +29.6% | +111.8% | -82.2% | +22.0% |
| All | +181.8% | +33.5% | +148.3% | +141.2% |
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 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