+33.5%
LBRT vs SUI
+74.3%
-40.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.1% |
| 7D | +8.3% | -2.8% | +11.1% | +9.1% |
| 30D | +6.1% | -1.2% | +7.3% | +6.3% |
| 3M | -34.8% | -1.7% | -33.0% | -34.8% |
| 6M | -24.8% | -10.5% | -14.4% | -22.8% |
| YTD | +12.2% | -1.8% | +14.1% | +11.8% |
| 1Y | +94.0% | -4.1% | +98.1% | +94.2% |
| 3Y | +31.3% | +11.3% | +20.0% | +22.6% |
| 5Y | +111.8% | -32.1% | +143.9% | +132.4% |
| All | +33.5% | +74.3% | -40.8% | +31.9% |
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