+43.5%
LBRT vs MNDY
-47.4%
+90.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.4% | +7.9% | +2.0% |
| 7D | +8.7% | -9.6% | +18.3% | +9.6% |
| 30D | +6.6% | -0.4% | +7.0% | +6.3% |
| 3M | -34.5% | +4.3% | -38.8% | -35.1% |
| 6M | -24.5% | +19.8% | -44.3% | -26.7% |
| YTD | +12.7% | -38.3% | +51.0% | +16.4% |
| 1Y | +94.8% | -50.1% | +144.9% | +105.2% |
| 3Y | +31.9% | -48.4% | +80.3% | +37.3% |
| 5Y | +111.8% | -76.0% | +187.9% | +123.4% |
| All | +43.5% | -47.4% | +90.9% | +59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling