+22.1%
LBRT vs RACE
+36.9%
-14.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.8% |
| 7D | +8.7% | -2.5% | +11.3% | +9.1% |
| 30D | +6.6% | +0.8% | +5.8% | +6.4% |
| 3M | -34.5% | +17.2% | -51.6% | -36.2% |
| 6M | -24.5% | +13.6% | -38.1% | -26.1% |
| YTD | +12.7% | +12.2% | +0.5% | +10.2% |
| 1Y | +94.8% | -16.3% | +111.1% | +106.6% |
| All | +22.1% | +36.9% | -14.8% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded RACE 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling