+947.3%
FTAI vs LBRT
+116.2%
+831.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -0.6% |
| 7D | +3.9% | +6.9% | -3.0% | +2.6% |
| 30D | -8.8% | +7.8% | -16.6% | -10.1% |
| 3M | -14.5% | -25.3% | +10.8% | -10.5% |
| 6M | -24.0% | -19.6% | -4.5% | -22.6% |
| YTD | +0.5% | +17.2% | -16.7% | -5.6% |
| 1Y | +19.1% | +114.1% | -95.0% | -2.1% |
| 3Y | +460.7% | +27.0% | +433.7% | +391.2% |
| 5Y | +947.3% | +128.3% | +819.0% | +735.9% |
| All | +947.3% | +116.2% | +831.1% | +735.9% |
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