+128.3%
LBRT vs INDA
+7.2%
+121.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.6% | +5.6% | +5.0% |
| 7D | +6.9% | -1.0% | +7.9% | +7.5% |
| 30D | +7.8% | -2.5% | +10.3% | +9.4% |
| 3M | -25.3% | +4.0% | -29.2% | -27.2% |
| 6M | -19.6% | -1.8% | -17.8% | -19.3% |
| YTD | +17.2% | -9.2% | +26.3% | +24.7% |
| 1Y | +114.1% | -7.2% | +121.3% | +124.1% |
| 3Y | +27.0% | +9.8% | +17.2% | +17.3% |
| 5Y | +128.3% | +7.5% | +120.8% | +121.8% |
| All | +128.3% | +7.2% | +121.1% | +121.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling