+34.6%
LBRT vs INDA
+43.5%
-9.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.2% | -4.7% | -4.9% |
| 7D | +2.3% | -3.6% | +5.9% | +5.5% |
| 30D | -2.9% | -4.0% | +1.0% | +0.3% |
| 3M | -26.1% | +1.7% | -27.8% | -27.3% |
| 6M | -26.2% | -3.6% | -22.5% | -25.0% |
| YTD | +13.7% | -11.0% | +24.6% | +23.6% |
| 1Y | +93.6% | -9.5% | +103.1% | +107.4% |
| 3Y | +23.2% | +7.6% | +15.6% | +12.7% |
| 5Y | +125.5% | +4.8% | +120.7% | +109.9% |
| All | +34.6% | +43.5% | -9.0% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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