+33.5%
LBRT vs BUD
-18.6%
+52.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +0.9% |
| 7D | +8.3% | +0.3% | +8.0% | +8.1% |
| 30D | +6.1% | -5.7% | +11.8% | +9.3% |
| 3M | -34.8% | +3.1% | -37.9% | -36.1% |
| 6M | -24.8% | +7.9% | -32.7% | -29.3% |
| YTD | +12.2% | +27.3% | -15.1% | -4.4% |
| 1Y | +94.0% | +37.8% | +56.2% | +56.5% |
| 3Y | +31.3% | +49.8% | -18.6% | -4.6% |
| 5Y | +111.8% | +43.8% | +68.0% | +51.4% |
| All | +33.5% | -18.6% | +52.0% | +7.7% |
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