-22.5%
LBRT vs BUD
-14.9%
-7.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +6.8% | +6.1% |
| 7D | -29.1% | +4.5% | -33.6% | -31.4% |
| 30D | -38.4% | +12.5% | -50.9% | -43.2% |
| 3M | -40.1% | 0.0% | -40.0% | -41.2% |
| 6M | -62.9% | +3.8% | -66.7% | -64.4% |
| YTD | -34.5% | +33.1% | -67.6% | -46.5% |
| 1Y | -30.2% | +35.5% | -65.7% | -43.8% |
| 3Y | -37.5% | +49.4% | -86.9% | -54.8% |
| 5Y | +7.6% | +48.0% | -40.5% | -25.0% |
| All | -22.5% | -14.9% | -7.6% | -40.0% |
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