+109.8%
LBRT vs ES
-5.6%
+115.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +8.7% | +0.3% | +8.4% | +8.6% |
| 30D | +6.6% | -2.0% | +8.6% | +7.1% |
| 3M | -34.5% | +1.7% | -36.1% | -35.1% |
| 6M | -24.5% | -3.5% | -21.0% | -24.2% |
| YTD | +12.7% | +7.9% | +4.8% | +8.9% |
| 1Y | +94.8% | +17.2% | +77.7% | +81.4% |
| 3Y | +31.9% | +29.3% | +2.6% | +16.8% |
| All | +109.8% | -5.6% | +115.4% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded ES 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling