+43.0%
LBRT vs FIVN
+31.4%
+11.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.8% | +5.8% | +3.4% |
| 7D | +10.2% | -9.6% | +19.8% | +11.3% |
| 30D | +4.9% | -11.9% | +16.8% | +6.0% |
| 3M | -21.2% | +40.1% | -61.3% | -24.6% |
| 6M | -19.9% | +68.3% | -88.3% | -25.7% |
| YTD | +20.8% | +51.5% | -30.7% | +12.9% |
| 1Y | +123.5% | +15.1% | +108.4% | +115.8% |
| 3Y | +30.9% | -55.6% | +86.5% | +34.4% |
| 5Y | +136.3% | -82.4% | +218.7% | +151.2% |
| All | +43.0% | +31.4% | +11.6% | -10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling