+109.8%
LBRT vs RY
+140.8%
-31.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.2% |
| 7D | +8.7% | +3.1% | +5.6% | +5.5% |
| 30D | +6.6% | -0.3% | +6.9% | +7.0% |
| 3M | -34.5% | +8.7% | -43.1% | -39.5% |
| 6M | -24.5% | +28.5% | -53.0% | -41.6% |
| YTD | +12.7% | +25.1% | -12.4% | -10.4% |
| 1Y | +94.8% | +46.3% | +48.6% | +31.8% |
| 3Y | +31.9% | +154.9% | -123.1% | -52.2% |
| All | +109.8% | +140.8% | -31.0% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded RY 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling