+94.0%
LBRT vs BUD
+36.8%
+57.2%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | +8.3% | +0.3% | +8.0% | +8.3% |
| 30D | +6.1% | -5.7% | +11.8% | +5.8% |
| 3M | -34.8% | +3.1% | -37.9% | -33.7% |
| 6M | -24.8% | +7.9% | -32.7% | -21.0% |
| YTD | +12.2% | +27.3% | -15.1% | +20.1% |
| 1Y | +94.0% | +37.8% | +56.2% | +119.8% |
| All | +94.0% | +36.8% | +57.2% | +119.8% |
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