-18.0%
MOS vs LBRT
+101.6%
-119.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.3% |
| 7D | +9.5% | +8.7% | +0.8% | +8.9% |
| 30D | +10.4% | +6.6% | +3.8% | +9.8% |
| 3M | +12.9% | -34.5% | +47.4% | +15.7% |
| 6M | +1.2% | -24.5% | +25.7% | +2.3% |
| YTD | +9.3% | +12.7% | -3.4% | +6.7% |
| 1Y | -18.0% | +94.8% | -112.8% | -25.0% |
| All | -18.0% | +101.6% | -119.6% | -25.0% |
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 2025-09-04 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling