+39.4%
LBRT vs BBIO
+136.9%
-97.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.7% | -1.2% | -5.4% |
| 7D | +2.3% | -3.9% | +6.2% | +2.8% |
| 30D | -2.9% | -13.4% | +10.5% | -1.4% |
| 3M | -26.1% | +7.6% | -33.7% | -27.0% |
| 6M | -26.2% | -2.4% | -23.7% | -26.4% |
| YTD | +13.7% | -5.2% | +18.9% | +13.4% |
| 1Y | +93.6% | +36.9% | +56.7% | +85.0% |
| 3Y | +23.2% | +155.2% | -132.0% | +7.2% |
| 5Y | +125.5% | +44.0% | +81.5% | +81.3% |
| All | +39.4% | +136.9% | -97.5% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 all: compounded portfolio wealth divided by compounded BBIO 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…
all analysis · Full analysis span regression · 6 months rolling