+23.7%
FLEX vs LBRT
-25.8%
+49.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.7% | -1.2% |
| 7D | -13.6% | -15.7% | +2.0% | -7.0% |
| 30D | -36.5% | -34.3% | -2.2% | -25.6% |
| 3M | -36.4% | -40.6% | +4.2% | -23.1% |
| 6M | -46.5% | -62.0% | +15.5% | -30.2% |
| YTD | +25.9% | -31.6% | +57.6% | +30.4% |
| All | +23.7% | -25.8% | +49.5% | +25.1% |
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 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