+17.7%
LBRT vs NIO
-36.7%
+54.4%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.0% | +1.6% |
| 7D | +8.7% | -13.0% | +21.8% | +10.2% |
| 30D | +6.6% | -18.3% | +24.9% | +8.7% |
| 3M | -34.5% | -33.2% | -1.3% | -31.9% |
| 6M | -24.5% | -21.5% | -3.0% | -23.3% |
| YTD | +12.7% | -25.5% | +38.2% | +15.0% |
| 1Y | +94.8% | -38.0% | +132.9% | +101.3% |
| 3Y | +31.9% | -65.5% | +97.3% | +38.4% |
| 5Y | +111.8% | -90.6% | +202.4% | +139.6% |
| All | +17.7% | -36.7% | +54.4% | +2.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling