+109.8%
LBRT vs ARWR
+28.5%
+81.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +8.7% | +1.7% | +7.1% | +8.5% |
| 30D | +6.6% | -0.7% | +7.3% | +6.7% |
| 3M | -34.5% | +14.9% | -49.3% | -35.9% |
| 6M | -24.5% | +32.6% | -57.1% | -28.2% |
| YTD | +12.7% | +30.0% | -17.3% | +7.5% |
| 1Y | +94.8% | +208.4% | -113.5% | +63.1% |
| 3Y | +31.9% | +208.8% | -176.9% | +1.5% |
| All | +109.8% | +28.5% | +81.3% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling