+47.6%
EXC vs LBRT
+115.1%
-67.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.5% | -1.1% |
| 7D | +0.3% | +8.7% | -8.4% | 0.0% |
| 30D | -3.7% | +6.6% | -10.3% | -3.9% |
| 3M | -1.3% | -34.5% | +33.2% | -0.1% |
| 6M | -9.7% | -24.5% | +14.8% | -9.2% |
| YTD | +2.9% | +12.7% | -9.8% | +1.7% |
| 1Y | +4.4% | +94.8% | -90.5% | +0.2% |
| 3Y | +22.2% | +31.9% | -9.6% | +17.3% |
| All | +47.6% | +115.1% | -67.5% | +36.0% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling