-19.0%
LBRT vs BUD
-12.8%
-6.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -4.0% |
| 7D | -15.7% | +6.0% | -21.7% | -18.5% |
| 30D | -34.3% | +11.3% | -45.5% | -38.8% |
| 3M | -40.6% | +3.6% | -44.2% | -42.8% |
| 6M | -62.0% | +7.7% | -69.7% | -64.3% |
| YTD | -31.6% | +36.4% | -68.0% | -44.8% |
| 1Y | -25.8% | +37.8% | -63.6% | -40.7% |
| 3Y | -30.4% | +51.2% | -81.6% | -49.8% |
| 5Y | +18.7% | +53.4% | -34.7% | -19.0% |
| All | -19.0% | -12.8% | -6.2% | -38.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling