-18.9%
LBRT vs CASY
+31.5%
-50.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.1% |
| 7D | +13.8% | +2.5% | +11.4% | +14.1% |
| 30D | -32.4% | +10.2% | -42.6% | -31.9% |
| 3M | -39.9% | -15.7% | -24.2% | -39.5% |
| 6M | -60.8% | -18.4% | -42.5% | -60.8% |
| YTD | -29.3% | +28.3% | -57.5% | -27.0% |
| 1Y | -18.9% | +32.6% | -51.4% | -16.1% |
| All | -18.9% | +31.5% | -50.3% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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