+43.0%
LBRT vs MDY
+114.4%
-71.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.1% | +4.6% |
| 7D | +10.2% | -0.8% | +11.0% | +11.3% |
| 30D | +4.9% | -3.9% | +8.7% | +10.9% |
| 3M | -21.2% | 0.0% | -21.2% | -21.4% |
| 6M | -19.9% | +8.5% | -28.5% | -30.2% |
| YTD | +20.8% | +13.2% | +7.6% | -0.8% |
| 1Y | +123.5% | +15.0% | +108.5% | +80.3% |
| 3Y | +30.9% | +49.6% | -18.6% | -26.1% |
| 5Y | +136.3% | +46.0% | +90.3% | +36.8% |
| All | +43.0% | +114.4% | -71.4% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MDY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling