+34.6%
LBRT vs TRU
+40.6%
-6.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.1% | -5.8% | -5.8% |
| 7D | +2.3% | -9.4% | +11.7% | +6.3% |
| 30D | -2.9% | -4.1% | +1.2% | -1.9% |
| 3M | -26.1% | +13.6% | -39.7% | -31.5% |
| 6M | -26.2% | +3.6% | -29.7% | -29.9% |
| YTD | +13.7% | -9.8% | +23.5% | +13.4% |
| 1Y | +93.6% | -13.6% | +107.2% | +95.4% |
| 3Y | +23.2% | -2.0% | +25.2% | +11.3% |
| 5Y | +125.5% | -35.8% | +161.3% | +155.6% |
| All | +34.6% | +40.6% | -6.0% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling