+48.8%
LSCC vs LBRT
+22.2%
+26.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.3% | +7.1% | +9.3% |
| 7D | +14.5% | -1.9% | +16.4% | +15.3% |
| 30D | -0.1% | -32.0% | +32.0% | +12.0% |
| 3M | -2.7% | -39.7% | +37.0% | +13.0% |
| 6M | -4.8% | -61.1% | +56.3% | +23.9% |
| YTD | +66.9% | -29.4% | +96.2% | +79.3% |
| 1Y | +85.8% | -24.5% | +110.3% | +95.3% |
| 3Y | +115.6% | -28.1% | +143.7% | +117.6% |
| 5Y | +48.8% | +23.9% | +24.9% | +29.2% |
| All | +48.8% | +22.2% | +26.6% | +29.2% |
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 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