+31.2%
LBRT vs SOXQ
+235.9%
-204.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.9% |
| 7D | +10.2% | +5.2% | +4.9% | +7.6% |
| 30D | +4.9% | -0.5% | +5.4% | +5.2% |
| 3M | -21.2% | -5.6% | -15.6% | -20.1% |
| 6M | -19.9% | +53.0% | -73.0% | -37.0% |
| YTD | +20.8% | +68.8% | -48.0% | -9.4% |
| 1Y | +123.5% | +105.7% | +17.8% | +52.7% |
| All | +31.2% | +235.9% | -204.8% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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