+71.9%
LBRT vs CAI
-11.0%
+82.9%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.2% | +6.3% | +3.0% |
| 7D | +10.2% | -3.1% | +13.3% | +10.1% |
| 30D | +4.9% | +2.7% | +2.2% | +5.0% |
| 3M | -21.2% | +41.7% | -62.9% | -20.9% |
| 6M | -19.9% | +26.5% | -46.4% | -19.9% |
| YTD | +20.8% | -10.9% | +31.7% | +22.4% |
| 1Y | +123.5% | -29.2% | +152.8% | +127.3% |
| All | +71.9% | -11.0% | +82.9% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CAI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling