+27.0%
LBRT vs AMP
+70.1%
-43.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.4% |
| 7D | +6.9% | +2.6% | +4.4% | +4.9% |
| 30D | +7.8% | +0.8% | +6.9% | +6.9% |
| 3M | -25.3% | +24.3% | -49.5% | -37.4% |
| 6M | -19.6% | +20.6% | -40.1% | -31.4% |
| YTD | +17.2% | +14.6% | +2.5% | +3.2% |
| 1Y | +114.1% | +14.5% | +99.5% | +88.7% |
| 3Y | +27.0% | +67.9% | -40.9% | -0.4% |
| All | +27.0% | +70.1% | -43.1% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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