-0.4%
MELI vs LBRT
+138.4%
-138.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.1% | -5.7% | -2.9% |
| 7D | -6.5% | +10.2% | -16.7% | -7.5% |
| 30D | +2.8% | +4.9% | -2.0% | +2.2% |
| 3M | +14.3% | -21.2% | +35.6% | +16.5% |
| 6M | +6.0% | -19.9% | +26.0% | +6.8% |
| YTD | -6.8% | +20.8% | -27.6% | -12.1% |
| 1Y | -20.9% | +123.5% | -144.5% | -32.7% |
| 3Y | +31.4% | +30.9% | +0.4% | +16.7% |
| 5Y | -0.4% | +136.3% | -136.7% | -14.6% |
| All | -0.4% | +138.4% | -138.8% | -14.6% |
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 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