+33.5%
LBRT vs IBN
+227.9%
-194.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +8.7% | +1.4% | +7.3% | +8.0% |
| 30D | +6.6% | -0.3% | +6.9% | +6.7% |
| 3M | -34.5% | +17.1% | -51.6% | -39.7% |
| 6M | -24.5% | +3.4% | -27.9% | -26.7% |
| YTD | +12.7% | +2.5% | +10.2% | +9.6% |
| 1Y | +94.8% | -4.2% | +99.0% | +96.0% |
| 3Y | +31.9% | +32.4% | -0.5% | +9.4% |
| 5Y | +111.8% | +59.2% | +52.6% | +55.8% |
| All | +33.5% | +227.9% | -194.4% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded IBN 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling