+72.5%
INFY vs LBRT
+33.5%
+39.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -3.4% |
| 7D | -2.9% | +8.7% | -11.6% | -3.7% |
| 30D | -6.2% | +6.6% | -12.9% | -6.9% |
| 3M | -4.9% | -34.5% | +29.6% | -1.7% |
| 6M | -16.6% | -24.5% | +7.9% | -15.4% |
| YTD | -32.9% | +12.7% | -45.6% | -34.9% |
| 1Y | -26.9% | +94.8% | -121.7% | -33.7% |
| 3Y | -26.6% | +31.9% | -58.4% | -32.1% |
| 5Y | -44.1% | +111.8% | -155.9% | -52.4% |
| All | +72.5% | +33.5% | +39.0% | +23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling