-51.2%
LULU vs LBRT
+100.7%
-151.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +1.0% | -18.4% | -17.3% |
| 7D | -16.7% | +8.3% | -25.0% | -16.4% |
| 30D | -18.5% | +6.1% | -24.7% | -18.3% |
| 3M | -19.5% | -34.8% | +15.3% | -20.7% |
| 6M | -41.9% | -24.8% | -17.1% | -42.6% |
| YTD | -51.6% | +12.2% | -63.8% | -53.2% |
| 1Y | -51.2% | +94.0% | -145.2% | -59.7% |
| All | -51.2% | +100.7% | -151.9% | -59.7% |
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