+27.0%
LBRT vs AEE
+49.7%
-22.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.0% | +3.0% | +3.8% |
| 7D | +6.9% | +1.3% | +5.6% | +6.7% |
| 30D | +7.8% | -1.2% | +9.0% | +8.0% |
| 3M | -25.3% | +1.0% | -26.3% | -25.6% |
| 6M | -19.6% | -2.3% | -17.3% | -19.6% |
| YTD | +17.2% | +9.1% | +8.0% | +13.8% |
| 1Y | +114.1% | +10.6% | +103.5% | +106.5% |
| 3Y | +27.0% | +48.5% | -21.5% | +9.8% |
| All | +27.0% | +49.7% | -22.7% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling