+33.5%
LBRT vs RACE
+278.4%
-244.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.1% |
| 7D | +8.7% | -2.5% | +11.3% | +9.6% |
| 30D | +6.6% | +0.8% | +5.8% | +6.1% |
| 3M | -34.5% | +17.2% | -51.6% | -38.3% |
| 6M | -24.5% | +13.6% | -38.1% | -28.9% |
| YTD | +12.7% | +12.2% | +0.5% | +5.8% |
| 1Y | +94.8% | -16.3% | +111.1% | +104.2% |
| 3Y | +31.9% | +36.4% | -4.6% | +9.0% |
| 5Y | +111.8% | +95.0% | +16.9% | +44.5% |
| All | +33.5% | +278.4% | -244.9% | -38.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling