+35.8%
LDOS vs LBRT
-31.8%
+67.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -11.2% | +11.9% | +1.1% |
| 7D | -2.8% | -25.3% | +22.5% | -1.8% |
| 30D | +13.6% | -32.9% | +46.5% | +15.2% |
| 3M | +4.2% | -33.3% | +37.6% | +5.6% |
| 6M | -8.2% | -61.0% | +52.8% | -4.6% |
| YTD | -24.1% | -28.0% | +3.9% | -24.7% |
| 1Y | -31.2% | -21.5% | -9.7% | -32.2% |
| All | +35.8% | -31.8% | +67.6% | +29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling