+57.7%
GEN vs LBRT
+25.4%
+32.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.2% |
| 7D | -1.2% | +8.3% | -9.4% | -1.7% |
| 30D | +10.1% | +6.1% | +4.0% | +9.5% |
| 3M | +16.1% | -34.8% | +50.8% | +19.6% |
| 6M | +38.9% | -24.8% | +63.7% | +40.7% |
| YTD | +14.4% | +12.2% | +2.2% | +10.5% |
| 1Y | +5.9% | +94.0% | -88.1% | -6.2% |
| All | +57.7% | +25.4% | +32.3% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling