-18.9%
LBRT vs RACE
-4.6%
-14.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.6% | -0.5% |
| 7D | +13.8% | -4.0% | +17.8% | +12.7% |
| 30D | -32.4% | +3.5% | -35.9% | -31.6% |
| 3M | -39.9% | -0.4% | -39.5% | -39.5% |
| 6M | -60.8% | +23.2% | -84.0% | -58.3% |
| YTD | -29.3% | +11.0% | -40.3% | -25.8% |
| 1Y | -18.9% | -2.2% | -16.6% | -14.0% |
| All | -18.9% | -4.6% | -14.3% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling