+1,221.6%
LRCX vs LBRT
-19.0%
+1,240.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +1.3% |
| 7D | -3.6% | -15.7% | +12.1% | +0.4% |
| 30D | -30.3% | -34.3% | +4.0% | -23.2% |
| 3M | -27.3% | -40.6% | +13.3% | -18.3% |
| 6M | -24.2% | -62.0% | +37.8% | -7.2% |
| YTD | +30.3% | -31.6% | +61.9% | +40.1% |
| 1Y | +34.3% | -25.8% | +60.1% | +41.8% |
| 3Y | +232.6% | -30.4% | +263.0% | +240.6% |
| 5Y | +286.2% | +18.7% | +267.5% | +241.1% |
| All | +1,221.6% | -19.0% | +1,240.6% | +849.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling