+264.4%
LIN vs LBRT
-26.4%
+290.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -13.7% | +13.0% | +0.7% |
| 7D | +3.6% | -34.8% | +38.4% | +7.9% |
| 30D | +6.4% | -43.6% | +50.0% | +12.4% |
| 3M | +6.5% | -41.2% | +47.7% | +11.7% |
| 6M | +4.9% | -66.1% | +70.9% | +15.9% |
| YTD | +23.4% | -37.9% | +61.3% | +26.7% |
| 1Y | +26.3% | -33.9% | +60.2% | +28.4% |
| 3Y | +38.0% | -40.9% | +78.8% | +37.2% |
| 5Y | +68.0% | +2.1% | +65.9% | +51.1% |
| All | +264.4% | -26.4% | +290.8% | +182.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling