+436.6%
GE vs LBRT
+115.1%
+321.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.9% |
| 7D | -1.6% | +8.7% | -10.3% | -2.8% |
| 30D | -11.6% | +6.6% | -18.2% | -12.5% |
| 3M | +3.0% | -34.5% | +37.5% | +8.7% |
| 6M | -0.5% | -24.5% | +24.0% | +1.5% |
| YTD | +9.7% | +12.7% | -3.0% | +3.7% |
| 1Y | +20.0% | +94.8% | -74.8% | +1.1% |
| 3Y | +275.8% | +31.9% | +244.0% | +226.5% |
| All | +436.6% | +115.1% | +321.4% | +285.6% |
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 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