-21.5%
LBRT vs NIO
-54.1%
+32.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +3.4% | -14.7% | -11.6% |
| 7D | -25.3% | -0.6% | -24.7% | -25.3% |
| 30D | -32.9% | -3.5% | -29.4% | -32.6% |
| 3M | -33.3% | -30.7% | -2.7% | -30.5% |
| 6M | -61.0% | -45.6% | -15.3% | -58.3% |
| YTD | -28.0% | -35.3% | +7.3% | -26.3% |
| 1Y | -21.5% | -53.9% | +32.4% | -10.1% |
| All | -21.5% | -54.1% | +32.6% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 1y: compounded portfolio wealth divided by compounded NIO 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…
1y analysis · Full analysis span regression · 6 months rolling