+89.5%
FOXA vs LBRT
+115.1%
-25.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -3.5% |
| 7D | -4.0% | +8.7% | -12.7% | -4.9% |
| 30D | +12.0% | +6.6% | +5.4% | +11.1% |
| 3M | +0.3% | -34.5% | +34.7% | +4.5% |
| 6M | +12.5% | -24.5% | +37.0% | +14.6% |
| YTD | -9.6% | +12.7% | -22.4% | -13.0% |
| 1Y | +8.6% | +94.8% | -86.3% | -4.3% |
| 3Y | +118.5% | +31.9% | +86.7% | +96.6% |
| All | +89.5% | +115.1% | -25.7% | +52.1% |
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 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