+65.1%
IVZ vs LBRT
+115.1%
-50.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | +0.6% | +8.7% | -8.1% | -1.2% |
| 30D | +4.0% | +6.6% | -2.6% | +2.4% |
| 3M | +18.2% | -34.5% | +52.6% | +27.8% |
| 6M | +32.8% | -24.5% | +57.3% | +38.0% |
| YTD | +28.7% | +12.7% | +16.0% | +21.0% |
| 1Y | +55.4% | +94.8% | -39.5% | +25.2% |
| 3Y | +135.2% | +31.9% | +103.4% | +99.7% |
| All | +65.1% | +115.1% | -50.0% | +15.9% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling