-46.8%
FISV vs LBRT
-28.3%
-18.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.1% | -7.1% | +1.5% |
| 7D | +22.3% | -11.9% | +34.2% | +21.6% |
| 30D | +39.2% | -31.9% | +71.2% | +37.1% |
| 3M | +21.2% | -34.9% | +56.1% | +19.2% |
| 6M | +14.5% | -60.7% | +75.2% | +11.3% |
| YTD | -5.4% | -29.2% | +23.8% | -6.9% |
| 1Y | -0.3% | -23.6% | +23.3% | -1.7% |
| 3Y | -46.8% | -26.8% | -20.0% | -47.1% |
| All | -46.8% | -28.3% | -18.5% | -47.1% |
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 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