+38.7%
LBRT vs FND
+3.4%
+35.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.6% | +8.5% | +5.3% |
| 7D | +6.9% | +0.4% | +6.6% | +6.7% |
| 30D | +7.8% | -23.6% | +31.4% | +16.1% |
| 3M | -25.3% | +4.3% | -29.6% | -27.7% |
| 6M | -19.6% | -20.3% | +0.7% | -16.9% |
| YTD | +17.2% | -21.3% | +38.5% | +20.6% |
| 1Y | +114.1% | -45.4% | +159.5% | +147.4% |
| 3Y | +27.0% | -48.9% | +75.9% | +43.2% |
| 5Y | +128.3% | -61.0% | +189.3% | +164.8% |
| All | +38.7% | +3.4% | +35.3% | -15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling