+99.6%
LBRT vs BBAI
-70.8%
+170.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +6.9% | -1.0% | +8.0% | +7.0% |
| 30D | +7.8% | -10.7% | +18.5% | +8.1% |
| 3M | -25.3% | -32.3% | +7.0% | -24.5% |
| 6M | -19.6% | -31.3% | +11.7% | -18.9% |
| YTD | +17.2% | -45.9% | +63.1% | +18.7% |
| 1Y | +114.1% | -40.0% | +154.1% | +115.6% |
| 3Y | +27.0% | +72.8% | -45.8% | +20.4% |
| 5Y | +128.3% | -70.4% | +198.7% | +115.5% |
| All | +99.6% | -70.8% | +170.4% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling