-45.1%
INFQ vs LBRT
-49.9%
+4.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -11.2% | +12.6% | +4.0% |
| 7D | -11.1% | -25.3% | +14.2% | -4.9% |
| 30D | -32.4% | -32.9% | +0.5% | -26.4% |
| 3M | -25.3% | -33.3% | +8.0% | -18.4% |
| 6M | -30.3% | -61.0% | +30.7% | -32.5% |
| All | -45.1% | -49.9% | +4.9% | -43.1% |
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 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