+2.1%
LBRT vs SUI
-25.7%
+27.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.7% | -14.4% | -13.8% |
| 7D | -34.8% | +8.8% | -43.6% | -36.0% |
| 30D | -43.6% | +8.9% | -52.5% | -44.9% |
| 3M | -41.2% | +2.0% | -43.3% | -41.8% |
| 6M | -66.1% | -0.6% | -65.4% | -66.3% |
| YTD | -37.9% | +1.3% | -39.2% | -38.8% |
| 1Y | -33.9% | +1.3% | -35.1% | -34.8% |
| 3Y | -40.9% | +16.3% | -57.1% | -45.8% |
| 5Y | +2.1% | -25.1% | +27.2% | +12.8% |
| All | +2.1% | -25.7% | +27.8% | +12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling