+88.7%
EQT vs LBRT
+33.5%
+55.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.2% |
| 7D | +1.1% | +8.7% | -7.6% | -1.0% |
| 30D | +7.7% | +6.6% | +1.1% | +5.7% |
| 3M | +0.2% | -34.5% | +34.7% | +9.4% |
| 6M | -9.5% | -24.5% | +15.0% | -5.4% |
| YTD | +3.8% | +12.7% | -8.9% | -2.9% |
| 1Y | +7.8% | +94.8% | -87.1% | -14.5% |
| 3Y | +30.1% | +31.9% | -1.7% | +9.3% |
| 5Y | +188.6% | +111.8% | +76.8% | +114.2% |
| All | +88.7% | +33.5% | +55.2% | +47.5% |
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