+85.1%
LBRT vs TPG
+74.1%
+11.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.7% | +0.3% |
| 7D | +1.8% | -9.4% | +11.2% | +5.6% |
| 30D | -2.5% | -5.3% | +2.8% | -1.1% |
| 3M | -24.9% | +12.9% | -37.8% | -29.2% |
| 6M | -29.5% | +20.1% | -49.5% | -36.0% |
| YTD | +14.7% | -22.5% | +37.2% | +24.3% |
| 1Y | +91.7% | -19.7% | +111.4% | +103.4% |
| 3Y | +24.6% | +81.2% | -56.6% | -3.2% |
| All | +85.1% | +74.1% | +11.0% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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