-0.5%
LBRT vs ZYBT
-57.8%
+57.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.3% | -7.2% | -5.9% |
| 7D | +2.3% | -2.5% | +4.8% | +2.3% |
| 30D | -2.9% | -1.2% | -1.7% | -2.9% |
| 3M | -26.1% | +76.7% | -102.8% | -27.1% |
| 6M | -26.2% | +103.6% | -129.7% | -28.5% |
| YTD | +13.7% | +38.3% | -24.6% | +11.8% |
| 1Y | +93.6% | -84.7% | +178.3% | +110.1% |
| All | -0.5% | -57.8% | +57.3% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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