+123.5%
LBRT vs TRU
-16.5%
+140.1%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.0% |
| 7D | +10.2% | -6.5% | +16.7% | +9.2% |
| 30D | +4.9% | -2.5% | +7.4% | +4.6% |
| 3M | -21.2% | +10.4% | -31.6% | -20.3% |
| 6M | -19.9% | +1.6% | -21.6% | -18.9% |
| YTD | +20.8% | -9.7% | +30.5% | +23.4% |
| 1Y | +123.5% | -17.3% | +140.8% | +125.2% |
| All | +123.5% | -16.5% | +140.1% | +125.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling