+23.9%
LBRT vs BUD
+49.9%
-26.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.3% | +5.6% | +3.6% |
| 7D | -1.9% | +0.5% | -2.4% | -2.0% |
| 30D | -32.0% | +7.4% | -39.4% | -33.3% |
| 3M | -39.7% | +4.3% | -44.0% | -40.5% |
| 6M | -61.1% | +5.3% | -66.4% | -61.7% |
| YTD | -29.4% | +33.2% | -62.6% | -34.8% |
| 1Y | -24.5% | +31.8% | -56.2% | -30.2% |
| 3Y | -28.1% | +47.8% | -75.9% | -36.6% |
| 5Y | +23.9% | +50.2% | -26.3% | +0.5% |
| All | +23.9% | +49.9% | -26.0% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling