+124.6%
LNT vs LBRT
+33.5%
+91.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.1% |
| 7D | -0.1% | +8.3% | -8.3% | -0.5% |
| 30D | -3.2% | +6.1% | -9.3% | -3.5% |
| 3M | -4.1% | -34.8% | +30.7% | -2.4% |
| 6M | -4.6% | -24.8% | +20.3% | -3.7% |
| YTD | +7.0% | +12.2% | -5.2% | +5.5% |
| 1Y | +8.3% | +94.0% | -85.7% | +3.2% |
| 3Y | +51.0% | +31.3% | +19.7% | +45.0% |
| 5Y | +30.2% | +111.8% | -81.7% | +19.9% |
| All | +124.6% | +33.5% | +91.2% | +75.2% |
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