+43.0%
LBRT vs AEE
+140.4%
-97.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.3% |
| 7D | +10.2% | +1.1% | +9.1% | +9.8% |
| 30D | +4.9% | 0.0% | +4.9% | +4.8% |
| 3M | -21.2% | -0.9% | -20.3% | -21.3% |
| 6M | -19.9% | -2.4% | -17.5% | -19.8% |
| YTD | +20.8% | +8.6% | +12.1% | +15.6% |
| 1Y | +123.5% | +10.2% | +113.4% | +112.1% |
| 3Y | +30.9% | +47.8% | -16.9% | +8.3% |
| 5Y | +136.3% | +40.1% | +96.2% | +99.6% |
| All | +43.0% | +140.4% | -97.4% | +20.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling