+109.8%
LBRT vs BUD
+46.3%
+63.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +8.7% | +0.3% | +8.5% | +8.7% |
| 30D | +6.6% | -5.7% | +12.3% | +8.0% |
| 3M | -34.5% | +3.1% | -37.6% | -35.0% |
| 6M | -24.5% | +7.9% | -32.4% | -26.2% |
| YTD | +12.7% | +27.3% | -14.6% | +5.0% |
| 1Y | +94.8% | +37.8% | +57.0% | +76.9% |
| 3Y | +31.9% | +49.8% | -18.0% | +14.2% |
| All | +109.8% | +46.3% | +63.5% | +92.5% |
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