+13.1%
KMB vs LBRT
-31.1%
+44.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.4% | -7.2% | -1.0% |
| 7D | +0.5% | -29.1% | +29.6% | -4.0% |
| 30D | +12.4% | -38.4% | +50.8% | +5.8% |
| 3M | +1.0% | -40.1% | +41.0% | -5.0% |
| 6M | +12.1% | -62.9% | +75.0% | 0.0% |
| YTD | +11.6% | -34.5% | +46.1% | +4.5% |
| 1Y | +13.1% | -30.2% | +43.3% | +8.2% |
| All | +13.1% | -31.1% | +44.2% | +8.2% |
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