-21.5%
LBRT vs BUD
+38.4%
-59.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +3.1% | -14.3% | -10.2% |
| 7D | -25.3% | +3.3% | -28.6% | -24.2% |
| 30D | -32.9% | +11.8% | -44.7% | -31.5% |
| 3M | -33.3% | -1.1% | -32.2% | -32.4% |
| 6M | -61.0% | +14.9% | -75.8% | -59.1% |
| YTD | -28.0% | +32.6% | -60.6% | -25.9% |
| 1Y | -21.5% | +37.2% | -58.7% | -19.6% |
| All | -21.5% | +38.4% | -59.9% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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