+15.3%
JBL vs LBRT
-25.2%
+40.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +8.1% | -2.5% | +3.2% |
| 7D | -5.2% | -11.9% | +6.7% | -1.9% |
| 30D | -17.5% | -31.9% | +14.4% | -8.9% |
| 3M | -26.0% | -34.9% | +8.9% | -17.2% |
| 6M | -28.9% | -60.7% | +31.8% | -13.4% |
| YTD | +10.8% | -29.2% | +40.1% | +10.9% |
| All | +15.3% | -25.2% | +40.5% | +13.7% |
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