+81.2%
EQT vs LBRT
-15.3%
+96.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.6% |
| 7D | +6.9% | +9.2% | -2.3% | +4.5% |
| 30D | +0.4% | -27.5% | +28.0% | +7.4% |
| 3M | -2.0% | -37.9% | +35.8% | +8.2% |
| 6M | -5.0% | -60.7% | +55.7% | +15.7% |
| YTD | -0.3% | -28.5% | +28.2% | +2.7% |
| 1Y | -11.3% | -13.2% | +1.9% | -13.4% |
| 3Y | +38.3% | -28.8% | +67.1% | +34.1% |
| 5Y | +166.4% | +28.0% | +138.4% | +120.7% |
| All | +81.2% | -15.3% | +96.5% | +56.0% |
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