-26.8%
LBRT vs FIVN
-55.1%
+28.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.7% | +5.4% | +7.8% |
| 7D | -11.9% | -19.3% | +7.4% | -9.9% |
| 30D | -31.9% | -20.7% | -11.3% | -30.3% |
| 3M | -34.9% | -15.1% | -19.8% | -34.3% |
| 6M | -60.7% | +30.6% | -91.3% | -63.2% |
| YTD | -29.2% | +44.0% | -73.2% | -36.1% |
| 1Y | -23.6% | +45.5% | -69.1% | -31.6% |
| 3Y | -26.8% | -52.8% | +25.9% | -29.8% |
| All | -26.8% | -55.1% | +28.3% | -29.8% |
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