+94.0%
LBRT vs LPLA
+0.7%
+93.3%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +8.3% | -3.1% | +11.3% | +8.9% |
| 30D | +6.1% | -0.1% | +6.2% | +6.1% |
| 3M | -34.8% | +23.2% | -58.0% | -37.4% |
| 6M | -24.8% | +15.5% | -40.4% | -27.0% |
| YTD | +12.2% | +0.9% | +11.3% | +13.7% |
| 1Y | +94.0% | +0.2% | +93.8% | +100.7% |
| All | +94.0% | +0.7% | +93.3% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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