+94.8%
LBRT vs FND
-36.4%
+131.2%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.6% |
| 7D | +8.7% | -5.2% | +14.0% | +8.2% |
| 30D | +6.6% | -19.9% | +26.5% | +4.6% |
| 3M | -34.5% | +2.7% | -37.2% | -34.1% |
| 6M | -24.5% | -21.7% | -2.8% | -21.9% |
| YTD | +12.7% | -17.5% | +30.2% | +15.7% |
| 1Y | +94.8% | -39.3% | +134.1% | +107.3% |
| All | +94.8% | -36.4% | +131.2% | +107.3% |
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 2025-09-04 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling