+114.1%
LBRT vs AEIS
+86.7%
+27.4%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.8% | +1.2% | +3.0% |
| 7D | +6.9% | +8.1% | -1.2% | +4.3% |
| 30D | +7.8% | -11.1% | +18.9% | +11.7% |
| 3M | -25.3% | -5.6% | -19.6% | -25.0% |
| 6M | -19.6% | -0.6% | -18.9% | -23.6% |
| YTD | +17.2% | +38.0% | -20.9% | -4.7% |
| 1Y | +114.1% | +87.2% | +26.8% | +66.2% |
| All | +114.1% | +86.7% | +27.4% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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