+27.0%
LBRT vs SIRI
-23.5%
+50.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.0% |
| 7D | +6.9% | +4.3% | +2.7% | +6.5% |
| 30D | +7.8% | -2.8% | +10.6% | +8.0% |
| 3M | -25.3% | +5.9% | -31.2% | -26.0% |
| 6M | -19.6% | +31.9% | -51.5% | -22.6% |
| YTD | +17.2% | +48.7% | -31.5% | +10.6% |
| 1Y | +114.1% | +23.2% | +90.9% | +107.1% |
| 3Y | +27.0% | -23.9% | +50.9% | +21.7% |
| All | +27.0% | -23.5% | +50.5% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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