-28.8%
LBRT vs NVDX
+265.5%
-294.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.1% | +1.7% |
| 7D | +9.2% | -24.7% | +33.9% | +13.7% |
| 30D | -27.5% | -48.2% | +20.6% | -19.9% |
| 3M | -37.9% | -51.9% | +14.0% | -30.9% |
| 6M | -60.7% | -55.6% | -5.1% | -56.2% |
| YTD | -28.5% | -41.5% | +13.0% | -24.0% |
| 1Y | -13.2% | -44.0% | +30.8% | -7.4% |
| 3Y | -28.8% | +262.2% | -291.0% | -29.2% |
| All | -28.8% | +265.5% | -294.2% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 3y: compounded portfolio wealth divided by compounded NVDX 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…
3y analysis · Full analysis span regression · 6 months rolling