-16.4%
LBRT vs IBN
+275.9%
-292.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.5% |
| 7D | -1.9% | +11.1% | -13.0% | -7.0% |
| 30D | -32.0% | +23.9% | -55.9% | -39.5% |
| 3M | -39.7% | +16.3% | -56.0% | -44.7% |
| 6M | -61.1% | +34.2% | -95.3% | -67.0% |
| YTD | -29.4% | +17.6% | -46.9% | -36.5% |
| 1Y | -24.5% | +13.8% | -38.3% | -31.0% |
| 3Y | -28.1% | +57.0% | -85.1% | -45.8% |
| 5Y | +23.9% | +75.3% | -51.5% | -13.6% |
| All | -16.4% | +275.9% | -292.3% | -60.7% |
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