+124.2%
INTU vs LBRT
-15.3%
+139.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.6% | +0.4% |
| 7D | +0.1% | +9.2% | -9.1% | -0.6% |
| 30D | +10.1% | -27.5% | +37.6% | +12.2% |
| 3M | -4.2% | -37.9% | +33.7% | -1.5% |
| 6M | -7.2% | -60.7% | +53.5% | -1.4% |
| YTD | -47.7% | -28.5% | -19.2% | -47.9% |
| 1Y | -46.7% | -13.2% | -33.5% | -48.1% |
| 3Y | -34.1% | -28.8% | -5.3% | -36.4% |
| 5Y | -43.3% | +28.0% | -71.2% | -49.4% |
| All | +124.2% | -15.3% | +139.5% | +72.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling