-16.2%
LBRT vs IBN
+272.8%
-289.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.7% | +6.5% | +7.3% |
| 7D | -11.9% | +14.6% | -26.5% | -18.0% |
| 30D | -31.9% | +23.5% | -55.5% | -39.3% |
| 3M | -34.9% | +14.0% | -48.9% | -39.7% |
| 6M | -60.7% | +31.1% | -91.8% | -66.2% |
| YTD | -29.2% | +16.6% | -45.8% | -36.1% |
| 1Y | -23.6% | +14.9% | -38.5% | -30.5% |
| 3Y | -26.8% | +56.9% | -83.7% | -44.8% |
| 5Y | +16.3% | +69.7% | -53.3% | -17.4% |
| All | -16.2% | +272.8% | -289.0% | -60.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling