+106.0%
LBRT vs EXR
+0.4%
+105.6%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.1% |
| 7D | +8.7% | -2.6% | +11.3% | +7.8% |
| 30D | +6.6% | -7.2% | +13.8% | +4.2% |
| 3M | -34.5% | -3.5% | -31.0% | -35.1% |
| 6M | -24.5% | -5.3% | -19.2% | -24.5% |
| YTD | +12.7% | +9.4% | +3.4% | +13.8% |
| All | +106.0% | +0.4% | +105.6% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 1y: compounded portfolio wealth divided by compounded EXR 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…
1y analysis · Full analysis span regression · 6 months rolling