+206.8%
MGY vs LBRT
+33.5%
+173.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -2.2% |
| 7D | +2.1% | +8.7% | -6.6% | -1.6% |
| 30D | +13.8% | +6.6% | +7.2% | +10.2% |
| 3M | -4.3% | -34.5% | +30.2% | +11.6% |
| 6M | -5.1% | -24.5% | +19.4% | +2.6% |
| YTD | +24.8% | +12.7% | +12.1% | +10.3% |
| 1Y | +11.8% | +94.8% | -83.0% | -26.8% |
| 3Y | +23.5% | +31.9% | -8.3% | -8.6% |
| 5Y | +87.5% | +111.8% | -24.3% | +7.9% |
| All | +206.8% | +33.5% | +173.3% | +44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling