+123.5%
LBRT vs AMP
+14.0%
+109.6%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +3.4% |
| 7D | +10.2% | 0.0% | +10.2% | +10.1% |
| 30D | +4.9% | -1.0% | +5.9% | +5.1% |
| 3M | -21.2% | +23.2% | -44.5% | -28.0% |
| 6M | -19.9% | +20.4% | -40.3% | -25.8% |
| YTD | +20.8% | +13.6% | +7.1% | +14.4% |
| 1Y | +123.5% | +13.4% | +110.2% | +113.4% |
| All | +123.5% | +14.0% | +109.6% | +113.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling