+6.5%
LBRT vs SUI
-26.3%
+32.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +6.8% | +5.6% |
| 7D | -29.1% | +6.2% | -35.4% | -30.2% |
| 30D | -38.4% | +8.6% | -47.0% | -39.9% |
| 3M | -40.1% | +1.0% | -41.0% | -40.5% |
| 6M | -62.9% | -2.6% | -60.3% | -63.0% |
| YTD | -34.5% | -0.1% | -34.4% | -35.3% |
| 1Y | -30.2% | +0.5% | -30.7% | -31.2% |
| 3Y | -37.5% | +15.3% | -52.7% | -42.7% |
| All | +6.5% | -26.3% | +32.8% | +17.7% |
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