+97.2%
GD vs LBRT
+115.1%
-17.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.2% | -1.9% |
| 7D | -5.3% | +8.7% | -14.0% | -6.1% |
| 30D | -6.4% | +6.6% | -13.0% | -7.1% |
| 3M | +5.7% | -34.5% | +40.2% | +9.8% |
| 6M | -0.9% | -24.5% | +23.5% | +0.7% |
| YTD | +8.2% | +12.7% | -4.6% | +3.9% |
| 1Y | +13.4% | +94.8% | -81.4% | +0.1% |
| 3Y | +68.5% | +31.9% | +36.6% | +51.1% |
| All | +97.2% | +115.1% | -17.9% | +60.2% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling