+41.3%
LDOS vs LBRT
+26.0%
+15.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | -5.4% | +8.7% | -14.1% | -5.9% |
| 30D | +4.9% | +6.6% | -1.7% | +4.4% |
| 3M | +7.2% | -34.5% | +41.7% | +9.3% |
| 6M | -24.2% | -24.5% | +0.2% | -23.7% |
| YTD | -25.8% | +12.7% | -38.5% | -27.6% |
| 1Y | -24.7% | +94.8% | -119.6% | -29.8% |
| All | +41.3% | +26.0% | +15.3% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded LBRT 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling