-24.5%
LBRT vs IBB
+36.8%
-61.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +2.8% | +3.2% |
| 7D | -1.9% | -1.4% | -0.5% | -1.8% |
| 30D | -32.0% | +6.8% | -38.8% | -31.6% |
| 3M | -39.7% | +9.2% | -48.9% | -39.3% |
| 6M | -61.1% | +28.3% | -89.4% | -61.7% |
| YTD | -29.4% | +29.4% | -58.7% | -30.8% |
| 1Y | -24.5% | +33.2% | -57.6% | -27.2% |
| All | -24.5% | +36.8% | -61.2% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling