-33.1%
INFY vs LBRT
+29.0%
-62.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.9% | -2.0% |
| 7D | -8.7% | +10.2% | -18.9% | -9.2% |
| 30D | -13.0% | +4.9% | -17.8% | -13.3% |
| 3M | -8.8% | -21.2% | +12.5% | -7.5% |
| 6M | -22.6% | -19.9% | -2.6% | -22.0% |
| YTD | -37.3% | +20.8% | -58.1% | -39.8% |
| 1Y | -33.4% | +123.5% | -156.9% | -41.3% |
| All | -33.1% | +29.0% | -62.0% | -38.1% |
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