-2.3%
FERG vs LBRT
+101.6%
-103.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.8% | +2.2% |
| 7D | 0.0% | +8.7% | -8.8% | -0.7% |
| 30D | -10.2% | +6.6% | -16.8% | -10.7% |
| 3M | -0.6% | -34.5% | +33.9% | +2.2% |
| 6M | -6.5% | -24.5% | +18.0% | -5.7% |
| YTD | +4.2% | +12.7% | -8.5% | -0.3% |
| 1Y | -2.3% | +94.8% | -97.1% | -14.1% |
| All | -2.3% | +101.6% | -103.9% | -14.1% |
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 2025-09-04 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling