-21.5%
LBRT vs FIVN
+55.4%
-76.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +1.6% | -12.8% | -11.1% |
| 7D | -25.3% | -3.4% | -21.9% | -25.5% |
| 30D | -32.9% | +5.8% | -38.6% | -32.5% |
| 3M | -33.3% | +22.0% | -55.3% | -32.3% |
| 6M | -61.0% | +55.7% | -116.7% | -59.6% |
| YTD | -28.0% | +81.3% | -109.3% | -24.8% |
| 1Y | -21.5% | +58.0% | -79.5% | -17.0% |
| All | -21.5% | +55.4% | -76.9% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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