+109.8%
LBRT vs LCID
-97.6%
+207.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +1.3% |
| 7D | +8.7% | -6.6% | +15.3% | +9.4% |
| 30D | +6.6% | -30.1% | +36.8% | +10.3% |
| 3M | -34.5% | -17.6% | -16.9% | -34.2% |
| 6M | -24.5% | -54.4% | +29.9% | -19.8% |
| YTD | +12.7% | -55.7% | +68.4% | +19.6% |
| 1Y | +94.8% | -71.0% | +165.9% | +115.0% |
| 3Y | +31.9% | -92.6% | +124.5% | +58.5% |
| All | +109.8% | -97.6% | +207.4% | +175.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling