-26.4%
LBRT vs BUD
-13.7%
-12.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.8% | -15.5% | -14.6% |
| 7D | -34.8% | +7.1% | -42.0% | -37.7% |
| 30D | -43.6% | +12.7% | -56.3% | -47.9% |
| 3M | -41.2% | 0.0% | -41.3% | -42.4% |
| 6M | -66.1% | +7.6% | -73.7% | -68.1% |
| YTD | -37.9% | +35.0% | -72.9% | -49.6% |
| 1Y | -33.9% | +37.6% | -71.4% | -47.1% |
| 3Y | -40.9% | +51.5% | -92.4% | -57.5% |
| 5Y | +2.1% | +50.2% | -48.1% | -29.3% |
| All | -26.4% | -13.7% | -12.8% | -43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling