+10.9%
GE vs LBRT
-23.4%
+34.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -1.9% | +1.4% |
| 7D | +4.0% | -1.9% | +5.9% | +3.9% |
| 30D | +11.1% | -32.0% | +43.1% | +10.3% |
| 3M | -6.7% | -39.7% | +32.9% | -7.5% |
| 6M | +14.3% | -61.1% | +75.4% | +12.7% |
| YTD | +11.7% | -29.4% | +41.1% | +1.1% |
| 1Y | +10.9% | -24.5% | +35.4% | -3.6% |
| All | +10.9% | -23.4% | +34.3% | -3.6% |
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 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