+3,774.0%
FIX vs LBRT
+33.5%
+3,740.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.6% |
| 7D | +6.0% | +8.7% | -2.7% | +4.0% |
| 30D | -7.2% | +6.6% | -13.8% | -8.6% |
| 3M | -15.9% | -34.5% | +18.6% | -8.5% |
| 6M | +12.7% | -24.5% | +37.2% | +17.8% |
| YTD | +72.8% | +12.7% | +60.1% | +64.5% |
| 1Y | +122.9% | +94.8% | +28.0% | +85.7% |
| 3Y | +774.3% | +31.9% | +742.5% | +674.2% |
| 5Y | +2,049.5% | +111.8% | +1,937.6% | +1,526.9% |
| All | +3,774.0% | +33.5% | +3,740.5% | +2,385.0% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling