-24.9%
LOW vs LBRT
+106.9%
-131.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.9% | -5.7% | -1.5% |
| 7D | +0.4% | +6.9% | -6.6% | +0.8% |
| 30D | -10.1% | +7.8% | -17.9% | -9.6% |
| 3M | -2.9% | -25.3% | +22.4% | -3.9% |
| 6M | -19.4% | -19.6% | +0.2% | -20.4% |
| YTD | -15.4% | +17.2% | -32.6% | -17.0% |
| 1Y | -24.9% | +114.1% | -139.0% | -27.2% |
| All | -24.9% | +106.9% | -131.9% | -27.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling