-21.5%
LBRT vs LCID
-79.4%
+57.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +11.6% | -22.8% | -11.7% |
| 7D | -25.3% | -1.2% | -24.2% | -25.2% |
| 30D | -32.9% | -19.2% | -13.7% | -31.7% |
| 3M | -33.3% | -56.7% | +23.4% | -28.5% |
| 6M | -61.0% | -49.6% | -11.3% | -58.5% |
| YTD | -28.0% | -68.1% | +40.1% | -17.6% |
| 1Y | -21.5% | -79.4% | +57.9% | -0.3% |
| All | -21.5% | -79.4% | +57.9% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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