+21.6%
LBRT vs RBA
+36.9%
-15.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | +8.3% | -2.9% | +11.2% | +8.8% |
| 30D | +6.1% | -12.3% | +18.4% | +8.7% |
| 3M | -34.8% | -20.5% | -14.2% | -32.2% |
| 6M | -24.8% | -18.5% | -6.3% | -22.5% |
| YTD | +12.2% | -18.2% | +30.5% | +14.6% |
| 1Y | +94.0% | -27.5% | +121.5% | +106.3% |
| All | +21.6% | +36.9% | -15.3% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 3y: compounded portfolio wealth divided by compounded RBA 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…
3y analysis · Full analysis span regression · 6 months rolling