+38.7%
LBRT vs IBN
+219.6%
-180.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.5% | +6.5% | +5.2% |
| 7D | +6.9% | -2.2% | +9.1% | +8.0% |
| 30D | +7.8% | -2.3% | +10.1% | +8.9% |
| 3M | -25.3% | +15.9% | -41.1% | -31.0% |
| 6M | -19.6% | +5.6% | -25.2% | -22.9% |
| YTD | +17.2% | -0.1% | +17.2% | +15.4% |
| 1Y | +114.1% | -6.5% | +120.6% | +117.9% |
| 3Y | +27.0% | +29.3% | -2.3% | +6.6% |
| 5Y | +128.3% | +56.6% | +71.7% | +69.1% |
| All | +38.7% | +219.6% | -180.8% | -28.5% |
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