+56.6%
MNST vs LBRT
+26.0%
+30.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.6% |
| 7D | -6.5% | +8.7% | -15.2% | -6.5% |
| 30D | -7.2% | +6.6% | -13.8% | -7.3% |
| 3M | -1.0% | -34.5% | +33.5% | -0.6% |
| 6M | +11.5% | -24.5% | +36.0% | +11.7% |
| YTD | +14.3% | +12.7% | +1.6% | +13.9% |
| 1Y | +38.1% | +94.8% | -56.7% | +35.6% |
| All | +56.6% | +26.0% | +30.6% | +54.7% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling