+49.5%
JBL vs LBRT
+100.7%
-51.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.3% |
| 7D | +3.0% | +8.3% | -5.2% | +1.4% |
| 30D | -8.3% | +6.1% | -14.4% | -9.2% |
| 3M | -16.9% | -34.8% | +17.9% | -11.5% |
| 6M | +21.8% | -24.8% | +46.6% | +25.2% |
| YTD | +36.3% | +12.2% | +24.1% | +29.3% |
| 1Y | +49.5% | +94.0% | -44.5% | +32.0% |
| All | +49.5% | +100.7% | -51.2% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling