+124.7%
LITE vs LBRT
-31.1%
+155.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.4% | +0.3% | +2.0% |
| 7D | -35.9% | -29.1% | -6.8% | -18.4% |
| 30D | -51.5% | -38.4% | -13.1% | -32.7% |
| 3M | -35.7% | -40.1% | +4.3% | -9.3% |
| 6M | -43.0% | -62.9% | +19.9% | +1.9% |
| YTD | +46.1% | -34.5% | +80.6% | +63.1% |
| 1Y | +124.7% | -30.2% | +154.9% | +137.6% |
| All | +124.7% | -31.1% | +155.8% | +137.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling