+109.8%
LBRT vs EVRG
+45.5%
+64.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +8.7% | +1.1% | +7.6% | +8.3% |
| 30D | +6.6% | -1.0% | +7.6% | +6.9% |
| 3M | -34.5% | +0.4% | -34.9% | -34.8% |
| 6M | -24.5% | -0.8% | -23.7% | -24.7% |
| YTD | +12.7% | +15.3% | -2.6% | +5.4% |
| 1Y | +94.8% | +17.9% | +77.0% | +80.1% |
| 3Y | +31.9% | +71.9% | -40.1% | +1.3% |
| All | +109.8% | +45.5% | +64.3% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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