+84.9%
EQT vs LBRT
+35.9%
+49.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.9% |
| 7D | -2.0% | +1.8% | -3.8% | -2.5% |
| 30D | 0.0% | -2.5% | +2.5% | +0.3% |
| 3M | +5.9% | -24.9% | +30.8% | +11.8% |
| 6M | -14.8% | -29.5% | +14.7% | -9.4% |
| YTD | +1.8% | +14.7% | -13.0% | -5.4% |
| 1Y | +7.4% | +91.7% | -84.4% | -14.4% |
| 3Y | +33.6% | +24.6% | +9.0% | +14.0% |
| 5Y | +199.3% | +127.7% | +71.6% | +118.6% |
| All | +84.9% | +35.9% | +49.1% | +43.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling