+3.7%
LBRT vs NVDX
+871.3%
-867.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.3% |
| 7D | +8.7% | +11.6% | -2.9% | +7.1% |
| 30D | +6.6% | +7.5% | -0.9% | +5.2% |
| 3M | -34.5% | +2.1% | -36.6% | -35.1% |
| 6M | -24.5% | +35.5% | -60.0% | -28.7% |
| YTD | +12.7% | +24.1% | -11.4% | +7.2% |
| 1Y | +94.8% | +33.0% | +61.9% | +82.8% |
| All | +3.7% | +871.3% | -867.6% | -18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling