-24.6%
KVUE vs LBRT
+97.9%
-122.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.1% | -6.6% | -3.5% |
| 7D | -7.2% | +10.2% | -17.4% | -7.3% |
| 30D | -5.7% | +4.9% | -10.6% | -5.7% |
| 3M | +0.2% | -21.2% | +21.4% | +0.6% |
| 6M | 0.0% | -19.9% | +20.0% | +0.1% |
| YTD | +6.5% | +20.8% | -14.3% | +4.3% |
| 1Y | -1.4% | +123.5% | -125.0% | -6.8% |
| 3Y | -5.6% | +30.9% | -36.5% | -11.2% |
| All | -24.6% | +97.9% | -122.5% | -32.1% |
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