-2.6%
EXPE vs LBRT
-25.2%
+22.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.1% | -8.1% | +0.9% |
| 7D | -13.3% | -11.9% | -1.4% | -14.9% |
| 30D | -5.5% | -31.9% | +26.5% | -9.8% |
| 3M | -16.5% | -34.9% | +18.4% | -20.4% |
| 6M | +13.1% | -60.7% | +73.8% | +5.9% |
| YTD | -8.0% | -29.2% | +21.2% | -20.0% |
| All | -2.6% | -25.2% | +22.6% | -14.6% |
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