+31.4%
LBRT vs INVH
-21.7%
+53.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.9% |
| 7D | +9.2% | -0.9% | +10.1% | +9.5% |
| 30D | -27.5% | +1.2% | -28.7% | -28.1% |
| 3M | -37.9% | -10.4% | -27.5% | -36.0% |
| 6M | -60.7% | -3.6% | -57.1% | -60.7% |
| YTD | -28.5% | -0.1% | -28.4% | -30.0% |
| 1Y | -13.2% | -0.7% | -12.6% | -14.9% |
| 3Y | -28.8% | -4.6% | -24.2% | -29.9% |
| All | +31.4% | -21.7% | +53.1% | +35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling