+45.3%
IQV vs LBRT
-28.3%
+73.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.1% | -5.5% | +2.1% |
| 7D | +7.9% | -11.9% | +19.8% | +8.6% |
| 30D | +7.3% | -31.9% | +39.2% | +9.6% |
| 3M | +16.8% | -34.9% | +51.7% | +19.4% |
| 6M | +56.0% | -60.7% | +116.7% | +65.9% |
| YTD | +23.7% | -29.2% | +52.9% | +20.4% |
| 1Y | +32.5% | -23.6% | +56.1% | +27.3% |
| 3Y | +45.3% | -26.8% | +72.1% | +31.6% |
| All | +45.3% | -28.3% | +73.6% | +31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling