+24.6%
LBRT vs BRKR
-11.8%
+36.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | +1.8% | -8.7% | +10.5% | +2.3% |
| 30D | -2.5% | -9.9% | +7.4% | -1.9% |
| 3M | -24.9% | -3.1% | -21.8% | -25.3% |
| 6M | -29.5% | +45.5% | -75.0% | -33.4% |
| YTD | +14.7% | +13.7% | +1.1% | +12.2% |
| 1Y | +91.7% | +67.4% | +24.3% | +73.0% |
| 3Y | +24.6% | -13.2% | +37.8% | +18.8% |
| All | +24.6% | -11.8% | +36.4% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 3y: compounded portfolio wealth divided by compounded BRKR 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…
3y analysis · Full analysis span regression · 6 months rolling