+206.6%
LRCX vs LBRT
+106.9%
+99.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.9% | +0.2% | +3.1% |
| 7D | +10.4% | +6.9% | +3.5% | +8.4% |
| 30D | +2.9% | +7.8% | -4.9% | +0.7% |
| 3M | -1.2% | -25.3% | +24.1% | +4.8% |
| 6M | +60.9% | -19.6% | +80.4% | +65.2% |
| YTD | +87.5% | +17.2% | +70.4% | +76.4% |
| 1Y | +206.6% | +114.1% | +92.6% | +179.1% |
| All | +206.6% | +106.9% | +99.7% | +179.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling