-3.3%
IDXX vs LBRT
-25.0%
+21.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -11.2% | +15.2% | +2.0% |
| 7D | +24.1% | -25.3% | +49.4% | +19.4% |
| 30D | +32.5% | -32.9% | +65.4% | +26.8% |
| 3M | +18.8% | -33.3% | +52.1% | +13.7% |
| 6M | +24.0% | -61.0% | +85.0% | +14.3% |
| YTD | +3.3% | -28.0% | +31.3% | -5.5% |
| 1Y | -3.3% | -21.5% | +18.2% | -13.4% |
| All | -3.3% | -25.0% | +21.8% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling