+136.3%
LBRT vs NVMI
+274.3%
-138.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +3.3% |
| 7D | +10.2% | +6.9% | +3.2% | +8.3% |
| 30D | +4.9% | -2.8% | +7.7% | +5.6% |
| 3M | -21.2% | -27.3% | +6.1% | -15.6% |
| 6M | -19.9% | -13.7% | -6.3% | -18.7% |
| YTD | +20.8% | +13.8% | +6.9% | +14.4% |
| 1Y | +123.5% | +34.9% | +88.7% | +103.6% |
| 3Y | +30.9% | +213.5% | -182.6% | -6.0% |
| 5Y | +136.3% | +272.5% | -136.2% | +63.1% |
| All | +136.3% | +274.3% | -138.1% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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