-18.9%
LBRT vs FIVN
+33.4%
-52.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | +0.2% |
| 7D | +13.8% | -17.4% | +31.3% | +12.8% |
| 30D | -32.4% | -20.4% | -12.0% | -33.0% |
| 3M | -39.9% | -9.6% | -30.2% | -39.9% |
| 6M | -60.8% | +34.7% | -95.5% | -59.9% |
| YTD | -29.3% | +40.6% | -69.9% | -26.8% |
| 1Y | -18.9% | +34.3% | -53.2% | -14.9% |
| All | -18.9% | +33.4% | -52.3% | -14.9% |
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