+27.8%
INTC vs LBRT
+28.1%
-0.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.8% |
| 7D | +6.0% | +9.2% | -3.2% | +3.4% |
| 30D | -39.2% | -27.5% | -11.7% | -33.4% |
| 3M | -42.9% | -37.9% | -5.1% | -35.1% |
| 6M | -50.4% | -60.7% | +10.3% | -37.5% |
| YTD | +61.7% | -28.5% | +90.2% | +75.8% |
| 1Y | +66.1% | -13.2% | +79.4% | +72.7% |
| 3Y | +58.1% | -28.8% | +86.9% | +62.2% |
| All | +27.8% | +28.1% | -0.2% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling