+48.9%
LRCX vs LBRT
-23.4%
+72.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.3% | +2.8% | +4.6% |
| 7D | +6.5% | -1.9% | +8.4% | +7.9% |
| 30D | -23.8% | -32.0% | +8.2% | -11.7% |
| 3M | -24.2% | -39.7% | +15.5% | -8.6% |
| 6M | -20.2% | -61.1% | +40.9% | +8.1% |
| YTD | +38.2% | -29.4% | +67.6% | +44.0% |
| 1Y | +48.9% | -24.5% | +73.3% | +51.2% |
| All | +48.9% | -23.4% | +72.3% | +51.2% |
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 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