+22.1%
LBRT vs FIVN
-52.8%
+74.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.8% |
| 7D | +8.7% | -2.3% | +11.0% | +9.1% |
| 30D | +6.6% | +12.4% | -5.8% | +4.3% |
| 3M | -34.5% | +36.0% | -70.5% | -37.9% |
| 6M | -24.5% | +86.0% | -110.5% | -33.3% |
| YTD | +12.7% | +65.9% | -53.2% | +1.2% |
| 1Y | +94.8% | +26.5% | +68.3% | +86.8% |
| All | +22.1% | -52.8% | +74.8% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling