-19.4%
INFY vs LBRT
-27.1%
+7.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -1.7% | +9.2% | -10.9% | -1.9% |
| 30D | +7.1% | -27.5% | +34.6% | +8.1% |
| 3M | -1.0% | -37.9% | +36.9% | +0.7% |
| 6M | +5.9% | -60.7% | +66.6% | +11.0% |
| YTD | -29.5% | -28.5% | -1.0% | -31.0% |
| 1Y | -26.0% | -13.2% | -12.8% | -29.3% |
| 3Y | -19.4% | -28.8% | +9.4% | -24.5% |
| All | -19.4% | -27.1% | +7.7% | -24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling