+160.3%
EQT vs LBRT
+28.1%
+132.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.5% |
| 7D | +6.9% | +9.2% | -2.3% | +4.0% |
| 30D | +0.4% | -27.5% | +28.0% | +8.9% |
| 3M | -2.0% | -37.9% | +35.8% | +10.5% |
| 6M | -5.0% | -60.7% | +55.7% | +21.3% |
| YTD | -0.3% | -28.5% | +28.2% | +1.8% |
| 1Y | -11.3% | -13.2% | +1.9% | -15.9% |
| 3Y | +38.3% | -28.8% | +67.1% | +29.6% |
| All | +160.3% | +28.1% | +132.2% | +85.9% |
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