+44.7%
LBRT vs MNDY
-50.8%
+95.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.0% | -10.9% | -6.3% |
| 7D | +2.3% | -12.5% | +14.8% | +3.3% |
| 30D | -2.9% | -2.6% | -0.3% | -3.1% |
| 3M | -26.1% | +4.2% | -30.4% | -26.9% |
| 6M | -26.2% | +9.8% | -35.9% | -27.8% |
| YTD | +13.7% | -42.3% | +55.9% | +17.8% |
| 1Y | +93.6% | -54.5% | +148.1% | +105.4% |
| 3Y | +23.2% | -50.3% | +73.5% | +28.6% |
| 5Y | +125.5% | -77.1% | +202.6% | +138.8% |
| All | +44.7% | -50.8% | +95.5% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling