-15.3%
LBRT vs BIDU
-68.8%
+53.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.9% |
| 7D | +9.2% | -4.6% | +13.8% | +10.3% |
| 30D | -27.5% | -4.5% | -23.0% | -26.9% |
| 3M | -37.9% | -25.4% | -12.5% | -34.2% |
| 6M | -60.7% | -48.1% | -12.6% | -55.2% |
| YTD | -28.5% | -40.2% | +11.7% | -21.8% |
| 1Y | -13.2% | -35.2% | +22.0% | -6.9% |
| 3Y | -28.8% | -27.1% | -1.7% | -28.4% |
| 5Y | +28.0% | -54.2% | +82.1% | +35.3% |
| All | -15.3% | -68.8% | +53.5% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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