+123.5%
LBRT vs INDA
-7.9%
+131.4%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +3.1% |
| 7D | +10.2% | -2.6% | +12.8% | +10.1% |
| 30D | +4.9% | -2.9% | +7.8% | +4.8% |
| 3M | -21.2% | +2.4% | -23.6% | -21.1% |
| 6M | -19.9% | -2.6% | -17.3% | -17.3% |
| YTD | +20.8% | -10.0% | +30.7% | +32.6% |
| 1Y | +123.5% | -7.7% | +131.2% | +144.2% |
| All | +123.5% | -7.9% | +131.4% | +144.2% |
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