+7.6%
LVS vs LBRT
+108.0%
-100.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | -1.5% | +8.7% | -10.2% | -2.5% |
| 30D | -3.2% | +6.6% | -9.8% | -4.1% |
| 3M | -12.0% | -34.5% | +22.5% | -7.9% |
| 6M | -19.9% | -24.5% | +4.6% | -18.6% |
| YTD | -30.6% | +12.7% | -43.4% | -34.6% |
| 1Y | -17.7% | +94.8% | -112.6% | -30.8% |
| 3Y | -14.2% | +31.9% | -46.1% | -26.7% |
| All | +7.6% | +108.0% | -100.4% | -28.2% |
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