-21.5%
LBRT vs SUI
+1.6%
-23.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +5.2% | -16.4% | -8.1% |
| 7D | -25.3% | +10.0% | -35.4% | -20.9% |
| 30D | -32.9% | +8.4% | -41.3% | -29.6% |
| 3M | -33.3% | +0.7% | -34.0% | -31.1% |
| 6M | -61.0% | -0.9% | -60.0% | -59.4% |
| YTD | -28.0% | +0.6% | -28.7% | -27.4% |
| 1Y | -21.5% | +0.8% | -22.3% | -21.3% |
| All | -21.5% | +1.6% | -23.1% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling