+10.2%
FLEX vs LBRT
-31.1%
+41.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.4% | -0.8% | +2.3% |
| 7D | -19.3% | -29.1% | +9.8% | -7.8% |
| 30D | -41.5% | -38.4% | -3.2% | -29.9% |
| 3M | -43.1% | -40.1% | -3.1% | -31.0% |
| 6M | -48.2% | -62.9% | +14.7% | -31.7% |
| YTD | +15.5% | -34.5% | +50.0% | +21.9% |
| 1Y | +10.2% | -30.2% | +40.4% | +13.7% |
| All | +10.2% | -31.1% | +41.3% | +13.7% |
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