-21.5%
LBRT vs BTG
+24.4%
-45.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +8.7% | -19.9% | -11.7% |
| 7D | -25.3% | -0.2% | -25.1% | -25.2% |
| 30D | -32.9% | -0.8% | -32.1% | -32.7% |
| 3M | -33.3% | +31.8% | -65.2% | -34.9% |
| 6M | -61.0% | +20.4% | -81.4% | -61.3% |
| YTD | -28.0% | +14.7% | -42.7% | -31.7% |
| 1Y | -21.5% | +29.4% | -50.9% | -27.7% |
| All | -21.5% | +24.4% | -45.9% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling