-62.9%
LBRT vs EXR
+14.7%
-77.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +4.9% |
| 7D | -29.1% | +5.2% | -34.3% | -25.5% |
| 30D | -38.4% | +20.9% | -59.3% | -29.0% |
| 3M | -40.1% | +7.7% | -47.8% | -35.0% |
| 6M | -62.9% | +13.2% | -76.1% | -59.8% |
| All | -62.9% | +14.7% | -77.6% | -59.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling