-26.4%
LBRT vs SUI
+80.0%
-106.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.7% | -14.4% | -13.9% |
| 7D | -34.8% | +8.8% | -43.6% | -36.5% |
| 30D | -43.6% | +8.9% | -52.5% | -45.3% |
| 3M | -41.2% | +2.0% | -43.3% | -42.1% |
| 6M | -66.1% | -0.6% | -65.4% | -66.5% |
| YTD | -37.9% | +1.3% | -39.2% | -39.1% |
| 1Y | -33.9% | +1.3% | -35.1% | -35.1% |
| 3Y | -40.9% | +16.3% | -57.1% | -45.7% |
| 5Y | +2.1% | -25.1% | +27.2% | +7.9% |
| All | -26.4% | +80.0% | -106.4% | -28.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling