+53.8%
LNT vs LBRT
+28.1%
+25.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.5% |
| 7D | +1.0% | +9.2% | -8.2% | +0.7% |
| 30D | +9.6% | -27.5% | +37.1% | +10.6% |
| 3M | +5.4% | -37.9% | +43.3% | +7.0% |
| 6M | +3.1% | -60.7% | +63.8% | +6.5% |
| YTD | +16.5% | -28.5% | +45.0% | +16.4% |
| 1Y | +12.3% | -13.2% | +25.5% | +11.0% |
| 3Y | +70.3% | -28.8% | +99.1% | +67.0% |
| All | +53.8% | +28.1% | +25.7% | +46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling