+18.7%
LBRT vs NIO
-92.0%
+110.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.8% | +0.4% | -3.0% |
| 7D | -15.7% | +2.8% | -18.5% | -15.9% |
| 30D | -34.3% | -8.4% | -25.9% | -33.7% |
| 3M | -40.6% | -32.0% | -8.7% | -38.5% |
| 6M | -62.0% | -43.9% | -18.1% | -60.0% |
| YTD | -31.6% | -35.7% | +4.1% | -29.3% |
| 1Y | -25.8% | -51.1% | +25.3% | -21.4% |
| 3Y | -30.4% | -54.7% | +24.3% | -28.9% |
| 5Y | +18.7% | -91.7% | +110.4% | +43.1% |
| All | +18.7% | -92.0% | +110.6% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling