+31.2%
LBRT vs UUUU
+96.1%
-64.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.1% |
| 7D | +10.2% | +1.8% | +8.4% | +9.9% |
| 30D | +4.9% | +1.8% | +3.0% | +4.4% |
| 3M | -21.2% | +1.3% | -22.5% | -21.8% |
| 6M | -19.9% | -26.8% | +6.8% | -18.4% |
| YTD | +20.8% | +0.1% | +20.7% | +14.5% |
| 1Y | +123.5% | +11.2% | +112.3% | +100.1% |
| All | +31.2% | +96.1% | -64.9% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling