+108.9%
LBRT vs RACE
+93.6%
+15.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.4% |
| 7D | +8.3% | -2.5% | +10.8% | +8.8% |
| 30D | +6.1% | +0.8% | +5.4% | +5.9% |
| 3M | -34.8% | +17.2% | -51.9% | -37.0% |
| 6M | -24.8% | +13.6% | -38.4% | -27.2% |
| YTD | +12.2% | +12.2% | 0.0% | +8.6% |
| 1Y | +94.0% | -16.3% | +110.2% | +102.9% |
| 3Y | +31.3% | +36.4% | -5.2% | +19.3% |
| All | +108.9% | +93.6% | +15.3% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling