+204.2%
EQT vs LBRT
+117.3%
+86.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.9% | +6.5% | +2.4% |
| 7D | -1.2% | +2.3% | -3.5% | -2.0% |
| 30D | +1.1% | -2.9% | +4.0% | +1.5% |
| 3M | +4.8% | -26.1% | +30.9% | +12.8% |
| 6M | -10.6% | -26.2% | +15.6% | -4.9% |
| YTD | +3.4% | +13.7% | -10.2% | -6.5% |
| 1Y | +8.7% | +93.6% | -84.9% | -21.8% |
| 3Y | +35.0% | +23.2% | +11.7% | +6.6% |
| 5Y | +204.2% | +125.5% | +78.7% | +58.4% |
| All | +204.2% | +117.3% | +86.9% | +58.4% |
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