+34.6%
LBRT vs UUUU
+644.8%
-610.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -6.3% | +0.4% | -4.4% |
| 7D | +2.3% | -5.0% | +7.3% | +3.6% |
| 30D | -2.9% | -7.8% | +4.9% | -1.3% |
| 3M | -26.1% | -0.4% | -25.7% | -26.7% |
| 6M | -26.2% | -32.9% | +6.7% | -21.5% |
| YTD | +13.7% | -6.3% | +19.9% | +6.7% |
| 1Y | +93.6% | +7.9% | +85.6% | +66.9% |
| 3Y | +23.2% | +85.2% | -62.0% | -18.0% |
| 5Y | +125.5% | +97.0% | +28.6% | +36.0% |
| All | +34.6% | +644.8% | -610.2% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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