+82.5%
EQX vs LBRT
+138.4%
-55.9%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +1.3% |
| 7D | +1.7% | +10.2% | -8.4% | +0.6% |
| 30D | +11.1% | +4.9% | +6.2% | +10.3% |
| 3M | +23.1% | -21.2% | +44.3% | +25.7% |
| 6M | -21.8% | -19.9% | -1.9% | -21.0% |
| YTD | -8.1% | +20.8% | -28.9% | -13.1% |
| 1Y | +29.7% | +123.5% | -93.9% | +9.5% |
| 3Y | +179.9% | +30.9% | +149.0% | +149.6% |
| 5Y | +82.5% | +136.3% | -53.8% | +45.5% |
| All | +82.5% | +138.4% | -55.9% | +45.5% |
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 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