+35.0%
EQT vs LBRT
+29.0%
+6.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -1.4% |
| 7D | -2.0% | +10.2% | -12.2% | -3.7% |
| 30D | +1.0% | +4.9% | -3.8% | 0.0% |
| 3M | +4.0% | -21.2% | +25.2% | +7.6% |
| 6M | -11.7% | -19.9% | +8.3% | -9.5% |
| YTD | +2.8% | +20.8% | -18.0% | -4.1% |
| 1Y | +10.0% | +123.5% | -113.5% | -13.2% |
| All | +35.0% | +29.0% | +6.0% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling