+58.1%
INTC vs LBRT
-27.1%
+85.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.9% |
| 7D | +6.0% | +9.2% | -3.2% | +2.8% |
| 30D | -39.2% | -27.5% | -11.7% | -32.1% |
| 3M | -42.9% | -37.9% | -5.1% | -33.3% |
| 6M | -50.4% | -60.7% | +10.3% | -34.2% |
| YTD | +61.7% | -28.5% | +90.2% | +78.4% |
| 1Y | +66.1% | -13.2% | +79.4% | +73.3% |
| 3Y | +58.1% | -28.8% | +86.9% | +66.6% |
| All | +58.1% | -27.1% | +85.2% | +66.6% |
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 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