+53.9%
F vs LBRT
+115.1%
-61.2%
-56.5%
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 | +1.5% | +1.5% | 0.0% | +1.2% |
| 7D | +5.3% | +8.7% | -3.4% | +3.6% |
| 30D | +4.6% | +6.6% | -2.0% | +3.1% |
| 3M | -3.7% | -34.5% | +30.8% | +3.6% |
| 6M | +16.8% | -24.5% | +41.3% | +20.4% |
| YTD | +15.3% | +12.7% | +2.6% | +7.8% |
| 1Y | +31.0% | +94.8% | -63.8% | +5.5% |
| 3Y | +45.4% | +31.9% | +13.6% | +21.1% |
| All | +53.9% | +115.1% | -61.2% | +4.3% |
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 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