+1.5%
LUV vs LBRT
+13.8%
-12.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.6% |
| 7D | +6.6% | -15.7% | +22.3% | +9.0% |
| 30D | +11.2% | -34.3% | +45.4% | +17.8% |
| 3M | +3.6% | -40.6% | +44.3% | +11.4% |
| 6M | +13.1% | -62.0% | +75.1% | +30.0% |
| YTD | +13.6% | -31.6% | +45.2% | +15.4% |
| 1Y | +44.4% | -25.8% | +70.1% | +43.9% |
| 3Y | +113.2% | -30.4% | +143.6% | +103.9% |
| 5Y | +1.5% | +18.7% | -17.1% | -13.6% |
| All | +1.5% | +13.8% | -12.3% | -13.6% |
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