+17.0%
MGY vs LBRT
+110.8%
-93.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.6% | +0.4% |
| 7D | +1.8% | +2.3% | -0.5% | +1.5% |
| 30D | +6.5% | -2.9% | +9.4% | +6.7% |
| 3M | +0.3% | -26.1% | +26.5% | +3.7% |
| 6M | -2.4% | -26.2% | +23.8% | +0.9% |
| YTD | +29.0% | +13.7% | +15.3% | +26.5% |
| 1Y | +17.0% | +93.6% | -76.5% | +5.7% |
| All | +17.0% | +110.8% | -93.8% | +5.7% |
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