-24.8%
ETHA vs LBRT
-25.0%
+0.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -11.2% | +16.9% | +6.1% |
| 7D | +2.1% | -25.3% | +27.5% | +3.5% |
| 30D | -10.7% | -32.9% | +22.2% | -9.1% |
| 3M | +29.0% | -33.3% | +62.3% | +30.8% |
| 6M | +2.7% | -61.0% | +63.6% | +10.5% |
| YTD | -18.7% | -28.0% | +9.4% | -24.5% |
| 1Y | -24.8% | -21.5% | -3.3% | -34.0% |
| All | -24.8% | -25.0% | +0.2% | -34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling