+517.2%
IBKR vs LBRT
+35.9%
+481.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +2.0% |
| 7D | -1.3% | +1.8% | -3.1% | -1.7% |
| 30D | -0.2% | -2.5% | +2.3% | 0.0% |
| 3M | +3.0% | -24.9% | +27.8% | +6.6% |
| 6M | +33.9% | -29.5% | +63.3% | +39.0% |
| YTD | +42.5% | +14.7% | +27.8% | +36.2% |
| 1Y | +44.9% | +91.7% | -46.9% | +25.8% |
| 3Y | +293.0% | +24.6% | +268.4% | +255.2% |
| 5Y | +497.7% | +127.7% | +370.0% | +372.4% |
| All | +517.2% | +35.9% | +481.3% | +347.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling