-16.4%
LBRT vs SUI
+74.4%
-90.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.1% | +3.5% |
| 7D | -1.9% | -2.4% | +0.5% | -1.3% |
| 30D | -32.0% | +3.3% | -35.4% | -33.2% |
| 3M | -39.7% | +0.7% | -40.4% | -40.4% |
| 6M | -61.1% | -4.1% | -56.9% | -61.2% |
| YTD | -29.4% | -1.8% | -27.6% | -30.2% |
| 1Y | -24.5% | -4.1% | -20.4% | -24.8% |
| 3Y | -28.1% | +17.4% | -45.5% | -34.4% |
| 5Y | +23.9% | -27.0% | +50.9% | +31.7% |
| All | -16.4% | +74.4% | -90.7% | -18.0% |
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