+1,289.3%
LRCX vs LBRT
-16.2%
+1,305.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +26.2% | +13.8% | +12.4% | +22.8% |
| 30D | -22.4% | -32.4% | +10.0% | -15.0% |
| 3M | -28.2% | -39.9% | +11.7% | -19.6% |
| 6M | -19.0% | -60.8% | +41.8% | -1.4% |
| YTD | +37.0% | -29.3% | +66.2% | +46.2% |
| 1Y | +45.5% | -18.9% | +64.4% | +50.9% |
| 3Y | +249.7% | -28.0% | +277.7% | +255.4% |
| 5Y | +293.9% | +26.6% | +267.3% | +243.2% |
| All | +1,289.3% | -16.2% | +1,305.5% | +890.4% |
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