-24.1%
LBRT vs SUNB
-4.1%
-20.0%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.9% | +4.0% |
| 7D | +6.9% | +3.4% | +3.6% | +7.1% |
| 30D | +7.8% | -14.5% | +22.3% | +6.9% |
| 3M | -25.3% | -13.8% | -11.4% | -24.8% |
| 6M | -19.6% | -5.9% | -13.7% | -18.4% |
| All | -24.1% | -4.1% | -20.0% | -22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling