+457.3%
MELI vs LBRT
+34.6%
+422.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.9% | +7.5% | +2.2% |
| 7D | -4.3% | +2.3% | -6.6% | -4.5% |
| 30D | -1.7% | -2.9% | +1.2% | -1.6% |
| 3M | +20.0% | -26.1% | +46.2% | +22.8% |
| 6M | +9.4% | -26.2% | +35.6% | +11.2% |
| YTD | -5.4% | +13.7% | -19.0% | -8.9% |
| 1Y | -18.8% | +93.6% | -112.4% | -27.2% |
| 3Y | +33.5% | +23.2% | +10.3% | +23.0% |
| 5Y | +3.2% | +125.5% | -122.3% | -12.6% |
| All | +457.3% | +34.6% | +422.8% | +357.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling