+30.0%
LIN vs LBRT
+25.4%
+4.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.0% |
| 7D | -2.1% | +8.3% | -10.4% | -2.5% |
| 30D | -2.4% | +6.1% | -8.6% | -2.8% |
| 3M | -5.6% | -34.8% | +29.2% | -3.5% |
| 6M | -3.4% | -24.8% | +21.4% | -2.3% |
| YTD | +13.1% | +12.2% | +0.9% | +11.1% |
| 1Y | +2.5% | +94.0% | -91.5% | -4.6% |
| All | +30.0% | +25.4% | +4.6% | +21.6% |
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