-56.9%
FISV vs LBRT
+21.3%
-78.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.6% |
| 7D | -0.3% | +8.7% | -9.1% | -0.1% |
| 30D | -2.1% | +6.6% | -8.7% | -1.8% |
| 3M | -5.7% | -34.5% | +28.7% | -6.6% |
| 6M | -15.3% | -24.5% | +9.2% | -15.7% |
| YTD | -21.1% | +12.7% | -33.8% | -20.9% |
| 1Y | -61.1% | +94.8% | -155.9% | -62.0% |
| All | -56.9% | +21.3% | -78.3% | -56.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling