+136.3%
LBRT vs UUUU
+132.1%
+4.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +10.2% | +1.8% | +8.4% | +9.8% |
| 30D | +4.9% | +1.8% | +3.0% | +4.1% |
| 3M | -21.2% | +1.3% | -22.5% | -22.1% |
| 6M | -19.9% | -26.8% | +6.8% | -17.0% |
| YTD | +20.8% | +0.1% | +20.7% | +11.4% |
| 1Y | +123.5% | +11.2% | +112.3% | +90.2% |
| 3Y | +30.9% | +97.7% | -66.8% | -16.3% |
| 5Y | +136.3% | +127.3% | +8.9% | +34.2% |
| All | +136.3% | +132.1% | +4.2% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling