+21.6%
LBRT vs CASY
+215.7%
-194.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +8.3% | +0.1% | +8.2% | +8.2% |
| 30D | +6.1% | -11.3% | +17.5% | +8.0% |
| 3M | -34.8% | -0.6% | -34.1% | -35.2% |
| 6M | -24.8% | +10.7% | -35.5% | -26.9% |
| YTD | +12.2% | +37.1% | -24.9% | +4.1% |
| 1Y | +94.0% | +52.3% | +41.7% | +75.0% |
| All | +21.6% | +215.7% | -194.1% | -3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling