+26.6%
LBRT vs IOVA
-66.8%
+93.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.7% | +5.8% | +0.6% |
| 7D | +13.8% | -1.4% | +15.3% | +14.0% |
| 30D | -32.4% | -47.4% | +15.0% | -29.2% |
| 3M | -39.9% | +13.2% | -53.1% | -41.7% |
| 6M | -60.8% | +114.3% | -175.2% | -64.6% |
| YTD | -29.3% | +179.5% | -208.8% | -39.0% |
| 1Y | -18.9% | +200.4% | -219.3% | -30.7% |
| 3Y | -28.0% | +92.2% | -120.2% | -41.3% |
| 5Y | +26.6% | -63.8% | +90.4% | +19.5% |
| All | +26.6% | -66.8% | +93.4% | +19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling