+22.1%
LBRT vs ESTC
+25.2%
-3.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.5% | +6.0% | +2.0% |
| 7D | +8.7% | -8.1% | +16.8% | +9.8% |
| 30D | +6.6% | +31.7% | -25.1% | +2.1% |
| 3M | -34.5% | +41.1% | -75.5% | -37.9% |
| 6M | -24.5% | +77.1% | -101.6% | -31.2% |
| YTD | +12.7% | +21.7% | -9.0% | +8.3% |
| 1Y | +94.8% | +8.4% | +86.5% | +90.1% |
| All | +22.1% | +25.2% | -3.0% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded ESTC 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling