-15.3%
LBRT vs BUD
-14.0%
-1.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +0.5% |
| 7D | +9.2% | +1.0% | +8.2% | +8.6% |
| 30D | -27.5% | +6.7% | -34.2% | -31.0% |
| 3M | -37.9% | +5.7% | -43.6% | -40.9% |
| 6M | -60.7% | +5.8% | -66.5% | -62.7% |
| YTD | -28.5% | +34.4% | -62.9% | -41.9% |
| 1Y | -13.2% | +33.3% | -46.5% | -29.4% |
| 3Y | -28.8% | +48.8% | -77.6% | -48.2% |
| 5Y | +28.0% | +52.5% | -24.6% | -12.7% |
| All | -15.3% | -14.0% | -1.3% | -34.9% |
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