-21.5%
LBRT vs IOVA
+362.8%
-384.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -1.5% | -9.7% | -11.2% |
| 7D | -25.3% | -41.3% | +15.9% | -24.6% |
| 30D | -32.9% | -38.5% | +5.6% | -32.3% |
| 3M | -33.3% | +99.5% | -132.9% | -36.0% |
| 6M | -61.0% | +126.0% | -186.9% | -62.6% |
| YTD | -28.0% | +218.7% | -246.7% | -33.8% |
| 1Y | -21.5% | +378.0% | -399.5% | -29.5% |
| All | -21.5% | +362.8% | -384.3% | -29.5% |
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