-14.9%
INFQ vs LBRT
-16.0%
+1.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.1% | -6.0% | -3.4% |
| 7D | +4.8% | +10.2% | -5.4% | +3.2% |
| 30D | +13.4% | +4.9% | +8.6% | +12.2% |
| 3M | -3.3% | -21.2% | +17.9% | -8.2% |
| 6M | +13.7% | -19.9% | +33.7% | +7.4% |
| All | -14.9% | -16.0% | +1.1% | -20.7% |
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