+33.5%
LBRT vs FND
+8.4%
+25.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.0% |
| 7D | +8.7% | -5.2% | +14.0% | +10.3% |
| 30D | +6.6% | -19.9% | +26.5% | +13.2% |
| 3M | -34.5% | +2.7% | -37.2% | -36.2% |
| 6M | -24.5% | -21.7% | -2.8% | -21.3% |
| YTD | +12.7% | -17.5% | +30.2% | +14.5% |
| 1Y | +94.8% | -39.3% | +134.1% | +117.6% |
| 3Y | +31.9% | -49.8% | +81.6% | +49.9% |
| 5Y | +111.8% | -60.1% | +171.9% | +145.1% |
| All | +33.5% | +8.4% | +25.1% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded FND 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling