-43.0%
INFQ vs LBRT
-54.5%
+11.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +5.4% | +14.1% | +17.8% |
| 7D | +0.1% | -29.1% | +29.3% | +9.2% |
| 30D | -23.6% | -38.4% | +14.8% | -14.6% |
| 3M | -20.0% | -40.1% | +20.1% | -9.9% |
| 6M | -34.4% | -62.9% | +28.5% | -32.7% |
| All | -43.0% | -54.5% | +11.5% | -39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling