-1.6%
MDLN vs LBRT
-27.2%
+25.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -11.2% | +29.6% | +16.4% |
| 7D | +24.7% | -25.3% | +50.0% | +20.4% |
| 30D | +12.7% | -32.9% | +45.6% | +7.9% |
| 3M | -4.0% | -33.3% | +29.3% | -7.7% |
| 6M | -8.7% | -61.0% | +52.3% | -14.9% |
| YTD | -3.9% | -28.0% | +24.1% | -3.4% |
| All | -1.6% | -27.2% | +25.6% | +1.4% |
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