+50.3%
INTC vs LBRT
-38.0%
+88.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +5.4% | +2.3% | +5.9% |
| 7D | -14.4% | -29.1% | +14.7% | -4.0% |
| 30D | -50.2% | -38.4% | -11.9% | -41.4% |
| 3M | -43.6% | -40.1% | -3.6% | -33.3% |
| 6M | -50.2% | -62.9% | +12.7% | -32.6% |
| YTD | +52.5% | -34.5% | +87.0% | +73.4% |
| 1Y | +51.1% | -30.2% | +81.3% | +68.3% |
| 3Y | +50.3% | -37.5% | +87.8% | +61.2% |
| All | +50.3% | -38.0% | +88.3% | +61.2% |
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 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