+26.6%
LBRT vs DAR
-29.6%
+56.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.9% |
| 7D | +13.8% | +9.2% | +4.6% | +9.1% |
| 30D | -32.4% | -12.3% | -20.1% | -27.7% |
| 3M | -39.9% | -12.7% | -27.2% | -35.8% |
| 6M | -60.8% | -12.8% | -48.1% | -58.2% |
| YTD | -29.3% | +53.8% | -83.0% | -41.7% |
| 1Y | -18.9% | +60.3% | -79.1% | -34.4% |
| 3Y | -28.0% | +31.7% | -59.7% | -40.6% |
| 5Y | +26.6% | -27.7% | +54.3% | +50.2% |
| All | +26.6% | -29.6% | +56.2% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling