+124.1%
INTU vs LBRT
-22.5%
+146.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.4% | -9.1% | -4.1% |
| 7D | +0.1% | -29.1% | +29.3% | +2.4% |
| 30D | +15.4% | -38.4% | +53.8% | +19.0% |
| 3M | +6.6% | -40.1% | +46.6% | +9.8% |
| 6M | -11.3% | -62.9% | +51.6% | -5.4% |
| YTD | -47.7% | -34.5% | -13.2% | -47.6% |
| 1Y | -47.0% | -30.2% | -16.8% | -47.4% |
| 3Y | -29.9% | -37.5% | +7.5% | -31.7% |
| 5Y | -42.2% | +7.6% | -49.8% | -47.7% |
| All | +124.1% | -22.5% | +146.5% | +73.1% |
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