+27.0%
LBRT vs INDA
+10.1%
+16.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.6% | +5.6% | +4.8% |
| 7D | +6.9% | -1.0% | +7.9% | +7.4% |
| 30D | +7.8% | -2.5% | +10.3% | +9.2% |
| 3M | -25.3% | +4.0% | -29.2% | -27.0% |
| 6M | -19.6% | -1.8% | -17.8% | -19.0% |
| YTD | +17.2% | -9.2% | +26.3% | +25.9% |
| 1Y | +114.1% | -7.2% | +121.3% | +125.6% |
| 3Y | +27.0% | +9.8% | +17.2% | +19.9% |
| All | +27.0% | +10.1% | +16.9% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling