+26.6%
LUV vs LBRT
+110.8%
-84.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | +0.5% |
| 7D | -0.1% | +2.3% | -2.4% | -0.3% |
| 30D | -14.6% | -2.9% | -11.7% | -14.4% |
| 3M | -5.7% | -26.1% | +20.4% | -3.7% |
| 6M | -8.4% | -26.2% | +17.7% | -7.8% |
| YTD | -5.1% | +13.7% | -18.8% | -9.8% |
| 1Y | +26.6% | +93.6% | -67.0% | +15.5% |
| All | +26.6% | +110.8% | -84.2% | +15.5% |
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 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