-28.8%
LBRT vs IBN
+57.3%
-86.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | +9.2% | +1.9% | +7.3% | +9.0% |
| 30D | -27.5% | +22.1% | -49.6% | -29.9% |
| 3M | -37.9% | +17.1% | -55.0% | -39.3% |
| 6M | -60.7% | +35.5% | -96.3% | -63.1% |
| YTD | -28.5% | +16.8% | -45.3% | -29.9% |
| 1Y | -13.2% | +12.4% | -25.6% | -13.6% |
| 3Y | -28.8% | +58.0% | -86.8% | -35.8% |
| All | -28.8% | +57.3% | -86.1% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling