+94.0%
LBRT vs IOVA
+299.5%
-205.6%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +1.0% |
| 7D | +8.3% | +9.7% | -1.5% | +7.9% |
| 30D | +6.1% | +102.5% | -96.4% | +2.5% |
| 3M | -34.8% | +100.7% | -135.4% | -37.0% |
| 6M | -24.8% | +106.3% | -131.2% | -27.7% |
| YTD | +12.2% | +222.0% | -209.8% | +3.9% |
| 1Y | +94.0% | +299.5% | -205.6% | +78.7% |
| All | +94.0% | +299.5% | -205.6% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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