-21.5%
LBRT vs QSR
+23.8%
-45.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +5.5% | -16.7% | -8.8% |
| 7D | -25.3% | +5.2% | -30.5% | -23.1% |
| 30D | -32.9% | +12.2% | -45.1% | -29.7% |
| 3M | -33.3% | +7.0% | -40.4% | -31.0% |
| 6M | -61.0% | -0.3% | -60.7% | -59.5% |
| YTD | -28.0% | +18.0% | -46.0% | -21.8% |
| 1Y | -21.5% | +22.6% | -44.1% | -12.2% |
| All | -21.5% | +23.8% | -45.3% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1y: compounded portfolio wealth divided by compounded QSR 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…
1y analysis · Full analysis span regression · 6 months rolling