+76.7%
GRMN vs LBRT
+115.1%
-38.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.2% |
| 7D | -2.9% | +8.7% | -11.6% | -3.7% |
| 30D | -8.4% | +6.6% | -15.0% | -9.1% |
| 3M | +15.0% | -34.5% | +49.5% | +19.4% |
| 6M | +11.2% | -24.5% | +35.7% | +13.0% |
| YTD | +37.7% | +12.7% | +25.0% | +33.0% |
| 1Y | +18.5% | +94.8% | -76.4% | +5.6% |
| 3Y | +175.8% | +31.9% | +143.9% | +150.5% |
| All | +76.7% | +115.1% | -38.4% | +61.1% |
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