+3.7%
MDLN vs LBRT
-61.0%
+64.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.3% | -5.1% |
| 7D | +0.6% | +13.8% | -13.3% | +3.4% |
| 30D | +12.0% | -32.4% | +44.4% | +5.2% |
| 3M | +12.6% | -39.9% | +52.5% | +4.2% |
| 6M | +3.7% | -60.8% | +64.5% | -10.5% |
| All | +3.7% | -61.0% | +64.7% | -10.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling