+23.9%
LBRT vs MNDY
-79.2%
+103.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.6% | +3.2% |
| 7D | -1.9% | -19.8% | +17.9% | -0.4% |
| 30D | -32.0% | -8.4% | -23.6% | -31.9% |
| 3M | -39.7% | -11.2% | -28.4% | -39.8% |
| 6M | -61.1% | +0.9% | -62.0% | -62.0% |
| YTD | -29.4% | -47.4% | +18.0% | -26.4% |
| 1Y | -24.5% | -53.0% | +28.5% | -20.2% |
| 3Y | -28.1% | -44.6% | +16.5% | -25.9% |
| 5Y | +23.9% | -78.7% | +102.6% | +47.8% |
| All | +23.9% | -79.2% | +103.1% | +47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling