+136.8%
GOOGL vs LBRT
+115.1%
+21.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.3% |
| 7D | -2.3% | +8.7% | -11.0% | -3.1% |
| 30D | -6.6% | +6.6% | -13.2% | -7.3% |
| 3M | -8.9% | -34.5% | +25.5% | -5.6% |
| 6M | +11.9% | -24.5% | +36.4% | +13.9% |
| YTD | +8.3% | +12.7% | -4.4% | +5.3% |
| 1Y | +46.2% | +94.8% | -48.6% | +33.5% |
| 3Y | +151.9% | +31.9% | +120.0% | +134.0% |
| All | +136.8% | +115.1% | +21.7% | +100.2% |
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 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