-66.1%
LBRT vs SUI
-0.2%
-65.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.7% | -14.4% | -12.9% |
| 7D | -34.8% | +8.8% | -43.6% | -27.5% |
| 30D | -43.6% | +8.9% | -52.5% | -37.1% |
| 3M | -41.2% | +2.0% | -43.3% | -37.8% |
| 6M | -66.1% | -0.6% | -65.4% | -63.8% |
| All | -66.1% | -0.2% | -65.9% | -63.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling