+121.9%
INTU vs LBRT
-16.2%
+138.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.1% | -9.1% | -1.5% |
| 7D | -3.9% | -11.9% | +8.0% | -3.3% |
| 30D | +11.7% | -31.9% | +43.7% | +14.4% |
| 3M | +4.5% | -34.9% | +39.3% | +7.0% |
| 6M | -13.9% | -60.7% | +46.8% | -8.5% |
| YTD | -48.2% | -29.2% | -19.0% | -48.4% |
| 1Y | -47.1% | -23.6% | -23.5% | -47.8% |
| 3Y | -32.5% | -26.8% | -5.7% | -35.1% |
| 5Y | -42.6% | +16.3% | -58.9% | -48.3% |
| All | +121.9% | -16.2% | +138.1% | +70.5% |
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