-21.7%
LBRT vs SUNB
+1.6%
-23.3%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.9% | -2.8% | +3.3% |
| 7D | +10.2% | +9.4% | +0.8% | +10.7% |
| 30D | +4.9% | -6.9% | +11.8% | +4.5% |
| 3M | -21.2% | -11.3% | -9.9% | -20.8% |
| 6M | -19.9% | -1.8% | -18.2% | -19.0% |
| All | -21.7% | +1.6% | -23.3% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 1y: compounded portfolio wealth divided by compounded SUNB 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…
1y analysis · Full analysis span regression · 6 months rolling