-30.2%
LBRT vs CASY
+32.0%
-62.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.6% | +5.3% |
| 7D | -29.1% | +1.1% | -30.2% | -29.0% |
| 30D | -38.4% | +8.7% | -47.1% | -38.1% |
| 3M | -40.1% | -17.3% | -22.7% | -39.8% |
| 6M | -62.9% | -19.7% | -43.2% | -62.9% |
| YTD | -34.5% | +24.8% | -59.4% | -33.7% |
| 1Y | -30.2% | +31.9% | -62.1% | -30.1% |
| All | -30.2% | +32.0% | -62.2% | -30.1% |
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