+185.7%
GS vs LBRT
+115.1%
+70.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | +0.9% | +8.7% | -7.8% | -0.6% |
| 30D | -1.6% | +6.6% | -8.2% | -2.9% |
| 3M | -4.5% | -34.5% | +30.0% | +2.2% |
| 6M | +20.9% | -24.5% | +45.4% | +24.8% |
| YTD | +19.9% | +12.7% | +7.2% | +13.7% |
| 1Y | +41.4% | +94.8% | -53.4% | +17.5% |
| 3Y | +239.2% | +31.9% | +207.3% | +195.6% |
| All | +185.7% | +115.1% | +70.6% | +111.4% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling