+38.7%
EXPE vs LBRT
+101.6%
-62.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.6% |
| 7D | -9.5% | +8.7% | -18.3% | -9.0% |
| 30D | -6.6% | +6.6% | -13.2% | -6.2% |
| 3M | +31.4% | -34.5% | +65.9% | +30.2% |
| 6M | +35.2% | -24.5% | +59.7% | +33.5% |
| YTD | +5.8% | +12.7% | -6.9% | +3.1% |
| 1Y | +38.7% | +94.8% | -56.2% | +33.0% |
| All | +38.7% | +101.6% | -62.9% | +33.0% |
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