-38.0%
INFQ vs LBRT
-50.8%
+12.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +8.1% | +0.6% | +5.9% |
| 7D | +18.5% | -11.9% | +30.4% | +21.8% |
| 30D | -12.5% | -31.9% | +19.4% | -4.9% |
| 3M | -18.9% | -34.9% | +16.0% | -11.0% |
| 6M | -20.3% | -60.7% | +40.4% | -21.1% |
| All | -38.0% | -50.8% | +12.7% | -35.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling