+157.3%
IQV vs LBRT
+43.0%
+114.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -3.9% | -1.2% |
| 7D | -2.6% | +10.2% | -12.8% | -3.8% |
| 30D | +6.2% | +4.9% | +1.3% | +5.4% |
| 3M | +38.0% | -21.2% | +59.2% | +40.6% |
| 6M | +43.9% | -19.9% | +63.9% | +45.2% |
| YTD | +14.0% | +20.8% | -6.8% | +8.2% |
| 1Y | +35.5% | +123.5% | -88.0% | +16.4% |
| 3Y | +20.3% | +30.9% | -10.6% | +8.3% |
| 5Y | -1.6% | +136.3% | -137.9% | -21.6% |
| All | +157.3% | +43.0% | +114.3% | +69.8% |
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