-55.5%
FIS vs LBRT
-23.3%
-32.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.2% | -6.3% | -6.1% |
| 7D | -3.5% | +13.8% | -17.3% | -2.9% |
| 30D | -19.4% | -32.4% | +13.0% | -22.0% |
| 3M | -31.6% | -39.9% | +8.3% | -34.3% |
| 6M | -32.5% | -60.8% | +28.3% | -36.2% |
| YTD | -56.0% | -29.3% | -26.7% | -58.0% |
| 1Y | -55.5% | -18.9% | -36.7% | -57.3% |
| All | -55.5% | -23.3% | -32.3% | -57.3% |
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 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