+33.5%
LBRT vs IBN
+227.9%
-194.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.4% |
| 7D | +8.3% | +1.4% | +6.8% | +7.5% |
| 30D | +6.1% | -0.3% | +6.5% | +6.2% |
| 3M | -34.8% | +17.1% | -51.9% | -40.0% |
| 6M | -24.8% | +3.4% | -28.2% | -27.0% |
| YTD | +12.2% | +2.5% | +9.7% | +9.2% |
| 1Y | +94.0% | -4.2% | +98.1% | +95.1% |
| 3Y | +31.3% | +32.4% | -1.1% | +9.0% |
| 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 all: 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…
all analysis · Full analysis span regression · 6 months rolling