+63.2%
INFY vs LBRT
+35.9%
+27.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | -5.4% | +1.8% | -7.2% | -5.6% |
| 30D | -9.9% | -2.5% | -7.4% | -9.8% |
| 3M | -4.6% | -24.9% | +20.3% | -2.6% |
| 6M | -18.5% | -29.5% | +11.0% | -16.7% |
| YTD | -36.5% | +14.7% | -51.3% | -38.6% |
| 1Y | -32.8% | +91.7% | -124.5% | -38.9% |
| 3Y | -32.2% | +24.6% | -56.8% | -37.0% |
| 5Y | -44.7% | +127.7% | -172.4% | -53.3% |
| All | +63.2% | +35.9% | +27.3% | +16.7% |
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