+175.5%
IQV vs LBRT
-19.0%
+194.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.9% |
| 7D | +4.8% | -15.7% | +20.4% | +6.7% |
| 30D | +5.9% | -34.3% | +40.1% | +10.8% |
| 3M | +13.7% | -40.6% | +54.3% | +20.0% |
| 6M | +54.0% | -62.0% | +116.0% | +70.1% |
| YTD | +22.1% | -31.6% | +53.7% | +23.3% |
| 1Y | +29.1% | -25.8% | +54.9% | +28.6% |
| 3Y | +40.4% | -30.4% | +70.8% | +35.8% |
| 5Y | +9.1% | +18.7% | -9.5% | -5.2% |
| All | +175.5% | -19.0% | +194.6% | +93.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling