+128.3%
LBRT vs MNDY
-78.2%
+206.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -8.1% | +12.1% | +4.6% |
| 7D | +6.9% | -13.3% | +20.2% | +8.2% |
| 30D | +7.8% | -10.2% | +18.0% | +8.4% |
| 3M | -25.3% | -0.1% | -25.2% | -25.8% |
| 6M | -19.6% | +6.3% | -25.9% | -21.3% |
| YTD | +17.2% | -43.3% | +60.5% | +22.2% |
| 1Y | +114.1% | -56.1% | +170.2% | +129.5% |
| 3Y | +27.0% | -51.1% | +78.1% | +33.1% |
| 5Y | +128.3% | -78.5% | +206.8% | +160.4% |
| All | +128.3% | -78.2% | +206.5% | +160.4% |
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 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