+31.4%
LBRT vs IBB
+39.3%
-7.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | +9.2% | -0.5% | +9.7% | +9.6% |
| 30D | -27.5% | +4.6% | -32.1% | -28.7% |
| 3M | -37.9% | +6.8% | -44.7% | -40.0% |
| 6M | -60.7% | +23.1% | -83.8% | -64.9% |
| YTD | -28.5% | +26.0% | -54.5% | -37.4% |
| 1Y | -13.2% | +30.4% | -43.6% | -25.4% |
| 3Y | -28.8% | +85.4% | -114.2% | -49.2% |
| All | +31.4% | +39.3% | -7.9% | -6.4% |
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