+109.8%
LBRT vs AMBA
-54.5%
+164.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +8.7% | -11.0% | +19.7% | +11.3% |
| 30D | +6.6% | -23.2% | +29.8% | +12.3% |
| 3M | -34.5% | -12.7% | -21.8% | -34.0% |
| 6M | -24.5% | +11.2% | -35.7% | -29.2% |
| YTD | +12.7% | -11.2% | +23.9% | +10.2% |
| 1Y | +94.8% | -22.5% | +117.4% | +94.2% |
| 3Y | +31.9% | -1.3% | +33.2% | +17.9% |
| All | +109.8% | -54.5% | +164.3% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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