+22.1%
LBRT vs BUD
+50.7%
-28.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +8.7% | +0.3% | +8.5% | +8.7% |
| 30D | +6.6% | -5.7% | +12.3% | +7.2% |
| 3M | -34.5% | +3.1% | -37.6% | -34.5% |
| 6M | -24.5% | +7.9% | -32.4% | -24.7% |
| YTD | +12.7% | +27.3% | -14.6% | +9.6% |
| 1Y | +94.8% | +37.8% | +57.0% | +87.1% |
| All | +22.1% | +50.7% | -28.6% | +16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling