+31.4%
LBRT vs LCID
-99.3%
+130.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.2% | +10.3% | +2.0% |
| 7D | +9.2% | -10.2% | +19.4% | +10.2% |
| 30D | -27.5% | -10.2% | -17.3% | -27.1% |
| 3M | -37.9% | -54.1% | +16.2% | -33.2% |
| 6M | -60.7% | -53.8% | -6.9% | -58.5% |
| YTD | -28.5% | -72.0% | +43.5% | -20.7% |
| 1Y | -13.2% | -80.5% | +67.3% | 0.0% |
| 3Y | -28.8% | -92.6% | +63.8% | -13.6% |
| All | +31.4% | -99.3% | +130.8% | +90.5% |
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