+19.5%
LSCC vs LBRT
+1.0%
+18.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -13.7% | +5.1% | -4.4% |
| 7D | -4.8% | -34.8% | +30.0% | +7.7% |
| 30D | -27.1% | -43.6% | +16.5% | -13.6% |
| 3M | -23.6% | -41.2% | +17.6% | -10.7% |
| 6M | -19.8% | -66.1% | +46.2% | +8.6% |
| YTD | +33.2% | -37.9% | +71.1% | +48.7% |
| 1Y | +55.2% | -33.9% | +89.1% | +69.7% |
| 3Y | +70.1% | -40.9% | +111.0% | +81.0% |
| 5Y | +19.5% | +2.1% | +17.4% | +8.9% |
| All | +19.5% | +1.0% | +18.5% | +8.9% |
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