-1.0%
IQV vs LBRT
+116.2%
-117.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.9% | -7.1% | -3.5% |
| 7D | +0.3% | +6.9% | -6.6% | -0.3% |
| 30D | +8.6% | +7.8% | +0.8% | +7.7% |
| 3M | +41.1% | -25.3% | +66.4% | +44.0% |
| 6M | +48.6% | -19.6% | +68.1% | +49.2% |
| YTD | +15.0% | +17.2% | -2.2% | +9.8% |
| 1Y | +38.1% | +114.1% | -76.0% | +20.4% |
| 3Y | +21.4% | +27.0% | -5.6% | +9.5% |
| 5Y | -1.0% | +128.3% | -129.3% | -10.4% |
| All | -1.0% | +116.2% | -117.2% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling