-13.2%
LBRT vs AMP
+12.5%
-25.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.9% |
| 7D | +9.2% | +3.9% | +5.3% | +8.5% |
| 30D | -27.5% | +5.1% | -32.6% | -28.0% |
| 3M | -37.9% | -8.7% | -29.2% | -35.8% |
| 6M | -60.7% | +11.4% | -72.1% | -61.8% |
| YTD | -28.5% | +7.3% | -35.8% | -30.0% |
| 1Y | -13.2% | +14.6% | -27.8% | -18.4% |
| All | -13.2% | +12.5% | -25.7% | -18.4% |
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