-12.4%
INFQ vs LBRT
-18.5%
+6.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.9% | +2.4% | +5.6% |
| 7D | +7.6% | +6.9% | +0.7% | +6.5% |
| 30D | +14.7% | +7.8% | +6.9% | +13.5% |
| 3M | -7.8% | -25.3% | +17.5% | -12.4% |
| 6M | +28.0% | -19.6% | +47.6% | +20.4% |
| All | -12.4% | -18.5% | +6.2% | -17.8% |
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