+33.5%
LBRT vs UUUU
+690.7%
-657.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.3% |
| 7D | +8.7% | -1.4% | +10.1% | +9.1% |
| 30D | +6.6% | +16.3% | -9.7% | +2.3% |
| 3M | -34.5% | -16.7% | -17.8% | -32.2% |
| 6M | -24.5% | -33.7% | +9.2% | -19.5% |
| YTD | +12.7% | -0.5% | +13.2% | +4.3% |
| 1Y | +94.8% | +28.9% | +66.0% | +59.7% |
| 3Y | +31.9% | +99.9% | -68.0% | -13.9% |
| 5Y | +111.8% | +135.3% | -23.5% | +21.7% |
| All | +33.5% | +690.7% | -657.2% | -59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling