-55.8%
FIG vs LBRT
+100.7%
-156.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.4% | -4.3% |
| 7D | -16.3% | +8.3% | -24.6% | -16.1% |
| 30D | -14.3% | +6.1% | -20.5% | -14.3% |
| 3M | +7.2% | -34.8% | +41.9% | +6.8% |
| 6M | -18.6% | -24.8% | +6.2% | -19.2% |
| YTD | -35.5% | +12.2% | -47.7% | -37.6% |
| 1Y | -55.8% | +94.0% | -149.8% | -59.1% |
| All | -55.8% | +100.7% | -156.5% | -59.1% |
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 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