+94.0%
LBRT vs INVH
-2.4%
+96.4%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +0.9% |
| 7D | +8.3% | -2.9% | +11.2% | +6.7% |
| 30D | +6.1% | -6.9% | +13.1% | +2.7% |
| 3M | -34.8% | -2.7% | -32.0% | -35.4% |
| 6M | -24.8% | +8.2% | -33.0% | -22.1% |
| YTD | +12.2% | +4.5% | +7.8% | +16.1% |
| 1Y | +94.0% | -2.3% | +96.3% | +97.5% |
| All | +94.0% | -2.4% | +96.4% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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