+4.1%
MDLZ vs LBRT
+100.7%
-96.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.2% |
| 7D | -1.7% | +8.3% | -10.0% | -1.4% |
| 30D | -2.1% | +6.1% | -8.2% | -1.9% |
| 3M | +1.3% | -34.8% | +36.1% | +0.5% |
| 6M | +6.2% | -24.8% | +31.0% | +5.6% |
| YTD | +15.8% | +12.2% | +3.6% | +15.4% |
| 1Y | +4.1% | +94.0% | -89.9% | +2.6% |
| All | +4.1% | +100.7% | -96.6% | +2.6% |
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 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