-37.1%
FISV vs LBRT
+6.0%
-43.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.4% | -5.2% | +0.1% |
| 7D | +25.7% | -29.1% | +54.9% | +26.6% |
| 30D | +38.8% | -38.4% | +77.2% | +40.3% |
| 3M | +16.2% | -40.1% | +56.3% | +17.5% |
| 6M | +12.1% | -62.9% | +75.0% | +15.4% |
| YTD | -6.4% | -34.5% | +28.1% | -7.0% |
| 1Y | +2.0% | -30.2% | +32.2% | +0.9% |
| 3Y | -47.4% | -37.5% | -10.0% | -49.0% |
| All | -37.1% | +6.0% | -43.1% | -45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling