+67.8%
IVV vs LBRT
+1.0%
+66.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -13.7% | +9.3% | -2.8% |
| 7D | -4.8% | -34.8% | +30.1% | -0.2% |
| 30D | -5.9% | -43.6% | +37.7% | +0.1% |
| 3M | -4.5% | -41.2% | +36.7% | +0.8% |
| 6M | +1.8% | -66.1% | +67.9% | +14.0% |
| YTD | +8.4% | -37.9% | +46.2% | +11.4% |
| 1Y | +9.4% | -33.9% | +43.3% | +11.3% |
| 3Y | +75.3% | -40.9% | +116.1% | +73.7% |
| 5Y | +67.8% | +2.1% | +65.7% | +51.8% |
| All | +67.8% | +1.0% | +66.8% | +51.8% |
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 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