+1,563.7%
LITE vs LBRT
+25.4%
+1,538.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.0% | +3.6% |
| 7D | -1.5% | +8.3% | -9.8% | -4.7% |
| 30D | +6.7% | +6.1% | +0.5% | +3.9% |
| 3M | -6.8% | -34.8% | +28.0% | +9.2% |
| 6M | +29.4% | -24.8% | +54.3% | +42.3% |
| YTD | +139.1% | +12.2% | +126.9% | +122.4% |
| 1Y | +521.0% | +94.0% | +427.0% | +373.3% |
| All | +1,563.7% | +25.4% | +1,538.3% | +1,363.0% |
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 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