-19.0%
LBRT vs SUI
+75.8%
-94.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.2% |
| 7D | -15.7% | +3.4% | -19.1% | -16.6% |
| 30D | -34.3% | +4.6% | -38.9% | -35.6% |
| 3M | -40.6% | +1.6% | -42.2% | -41.4% |
| 6M | -62.0% | -3.5% | -58.5% | -62.1% |
| YTD | -31.6% | -1.0% | -30.6% | -32.6% |
| 1Y | -25.8% | -1.7% | -24.1% | -26.6% |
| 3Y | -30.4% | +18.4% | -48.7% | -36.6% |
| 5Y | +18.7% | -26.3% | +45.0% | +25.9% |
| All | -19.0% | +75.8% | -94.8% | -20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling