+18.7%
LBRT vs IBB
+42.1%
-23.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -2.9% |
| 7D | -15.7% | +0.8% | -16.5% | -15.8% |
| 30D | -34.3% | +5.2% | -39.4% | -35.6% |
| 3M | -40.6% | +8.6% | -49.2% | -43.1% |
| 6M | -62.0% | +27.8% | -89.8% | -66.7% |
| YTD | -31.6% | +28.8% | -60.4% | -40.7% |
| 1Y | -25.8% | +36.4% | -62.2% | -37.7% |
| 3Y | -30.4% | +89.3% | -119.7% | -50.9% |
| 5Y | +18.7% | +43.3% | -24.6% | -15.7% |
| All | +18.7% | +42.1% | -23.5% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling