+109.8%
LBRT vs ALK
-25.3%
+135.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | -0.1% | +1.1% |
| 7D | +8.7% | -0.7% | +9.4% | +8.9% |
| 30D | +6.6% | -19.2% | +25.8% | +12.6% |
| 3M | -34.5% | -1.5% | -32.9% | -35.4% |
| 6M | -24.5% | -13.1% | -11.4% | -24.0% |
| YTD | +12.7% | -16.4% | +29.1% | +14.5% |
| 1Y | +94.8% | -33.1% | +127.9% | +113.8% |
| 3Y | +31.9% | +0.6% | +31.2% | +18.6% |
| All | +109.8% | -25.3% | +135.1% | +111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded ALK 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling