+514.5%
GOOGL vs LBRT
+33.5%
+481.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.2% |
| 7D | -2.3% | +8.3% | -10.5% | -3.2% |
| 30D | -6.6% | +6.1% | -12.7% | -7.3% |
| 3M | -8.9% | -34.8% | +25.8% | -5.1% |
| 6M | +11.9% | -24.8% | +36.7% | +14.2% |
| YTD | +8.3% | +12.2% | -3.9% | +5.3% |
| 1Y | +46.2% | +94.0% | -47.8% | +32.4% |
| 3Y | +151.9% | +31.3% | +120.6% | +132.7% |
| 5Y | +137.7% | +111.8% | +25.9% | +100.9% |
| All | +514.5% | +33.5% | +481.0% | +360.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling