+304.4%
FLEX vs LBRT
-28.3%
+332.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.1% | +3.9% | +9.1% |
| 7D | -7.2% | -11.9% | +4.8% | -2.6% |
| 30D | -34.8% | -31.9% | -2.8% | -25.7% |
| 3M | -35.6% | -34.9% | -0.7% | -25.6% |
| 6M | -45.0% | -60.7% | +15.6% | -27.8% |
| YTD | +29.4% | -29.2% | +58.6% | +39.9% |
| 1Y | +24.8% | -23.6% | +48.4% | +31.5% |
| 3Y | +304.4% | -26.8% | +331.3% | +313.6% |
| All | +304.4% | -28.3% | +332.7% | +313.6% |
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