-12.9%
LBRT vs MNDY
-55.9%
+42.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.4% | +1.0% | -3.1% |
| 7D | -15.7% | -18.4% | +2.7% | -14.6% |
| 30D | -34.3% | -14.1% | -20.1% | -33.9% |
| 3M | -40.6% | -13.8% | -26.8% | -40.6% |
| 6M | -62.0% | +6.0% | -68.0% | -63.0% |
| YTD | -31.6% | -48.2% | +16.6% | -29.1% |
| 1Y | -25.8% | -54.0% | +28.3% | -22.0% |
| 3Y | -30.4% | -45.5% | +15.1% | -28.2% |
| 5Y | +18.7% | -78.2% | +96.9% | +24.8% |
| All | -12.9% | -55.9% | +42.9% | -2.9% |
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