+144.0%
LBRT vs LCID
-95.4%
+239.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.9% |
| 7D | +8.3% | -6.6% | +14.8% | +8.8% |
| 30D | +6.1% | -30.1% | +36.3% | +9.1% |
| 3M | -34.8% | -17.6% | -17.2% | -34.5% |
| 6M | -24.8% | -54.4% | +29.6% | -21.1% |
| YTD | +12.2% | -55.7% | +67.9% | +17.7% |
| 1Y | +94.0% | -71.0% | +165.0% | +109.7% |
| 3Y | +31.3% | -92.6% | +123.9% | +51.1% |
| 5Y | +111.8% | -97.6% | +209.4% | +153.8% |
| All | +144.0% | -95.4% | +239.5% | +225.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling