-25.8%
LBRT vs INDA
-4.2%
-21.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.3% |
| 7D | -15.7% | +6.2% | -21.9% | -14.2% |
| 30D | -34.3% | +12.4% | -46.6% | -32.8% |
| 3M | -40.6% | +3.2% | -43.8% | -39.7% |
| 6M | -62.0% | +3.8% | -65.8% | -61.5% |
| YTD | -31.6% | -4.3% | -27.3% | -23.7% |
| 1Y | -25.8% | -4.5% | -21.3% | -17.1% |
| All | -25.8% | -4.2% | -21.6% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling