-21.5%
LBRT vs CAPR
+47.4%
-68.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +8.3% | -19.5% | -11.3% |
| 7D | -25.3% | +43.2% | -68.5% | -25.6% |
| 30D | -32.9% | +14.7% | -47.5% | -33.0% |
| 3M | -33.3% | +113.9% | -147.2% | -34.0% |
| 6M | -61.0% | -73.4% | +12.4% | -60.8% |
| YTD | -28.0% | -69.1% | +41.1% | -27.8% |
| 1Y | -21.5% | +47.2% | -68.7% | -23.2% |
| All | -21.5% | +47.4% | -68.9% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling