+94.8%
LBRT vs LPLA
+0.7%
+94.2%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +8.7% | -3.1% | +11.8% | +9.4% |
| 30D | +6.6% | -0.1% | +6.7% | +6.6% |
| 3M | -34.5% | +23.2% | -57.7% | -37.1% |
| 6M | -24.5% | +15.5% | -40.0% | -26.6% |
| YTD | +12.7% | +0.9% | +11.8% | +14.2% |
| 1Y | +94.8% | +0.2% | +94.7% | +101.6% |
| All | +94.8% | +0.7% | +94.2% | +101.6% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling