+38.6%
EXPE vs LBRT
+13.8%
+24.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.7% |
| 7D | -11.2% | -15.7% | +4.5% | -9.7% |
| 30D | -7.5% | -34.3% | +26.8% | -3.5% |
| 3M | -19.1% | -40.6% | +21.6% | -14.9% |
| 6M | +10.7% | -62.0% | +72.7% | +23.2% |
| YTD | -9.9% | -31.6% | +21.7% | -11.0% |
| 1Y | -4.6% | -25.8% | +21.2% | -7.5% |
| 3Y | +116.8% | -30.4% | +147.2% | +99.9% |
| 5Y | +38.6% | +18.7% | +19.9% | +8.3% |
| All | +38.6% | +13.8% | +24.8% | +8.3% |
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