+82.0%
LSCC vs LBRT
+114.2%
-32.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.7% |
| 7D | +1.3% | +8.3% | -6.9% | -1.0% |
| 30D | -9.7% | +6.1% | -15.8% | -11.3% |
| 3M | -23.7% | -34.8% | +11.0% | -14.9% |
| 6M | +26.5% | -24.8% | +51.3% | +34.3% |
| YTD | +57.5% | +12.2% | +45.3% | +48.1% |
| 1Y | +75.7% | +94.0% | -18.3% | +39.3% |
| 3Y | +19.5% | +31.3% | -11.8% | +2.5% |
| All | +82.0% | +114.2% | -32.2% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling