+38.7%
LBRT vs RGEN
+363.2%
-324.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.4% | +3.8% |
| 7D | +6.9% | -0.9% | +7.8% | +7.1% |
| 30D | +7.8% | +2.8% | +5.0% | +7.1% |
| 3M | -25.3% | +34.5% | -59.7% | -29.1% |
| 6M | -19.6% | +40.5% | -60.0% | -25.0% |
| YTD | +17.2% | +2.8% | +14.3% | +15.4% |
| 1Y | +114.1% | +39.6% | +74.5% | +99.2% |
| 3Y | +27.0% | +4.4% | +22.6% | +20.5% |
| 5Y | +128.3% | -42.8% | +171.1% | +125.0% |
| All | +38.7% | +363.2% | -324.5% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling