+642.2%
MPC vs LBRT
+114.2%
+528.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | 0.0% |
| 7D | +5.4% | +8.3% | -2.8% | +2.9% |
| 30D | +31.0% | +6.1% | +24.8% | +28.3% |
| 3M | +46.0% | -34.8% | +80.8% | +63.3% |
| 6M | +77.3% | -24.8% | +102.1% | +88.3% |
| YTD | +141.9% | +12.2% | +129.7% | +122.7% |
| 1Y | +120.9% | +94.0% | +26.9% | +64.2% |
| 3Y | +182.7% | +31.3% | +151.4% | +126.3% |
| All | +642.2% | +114.2% | +528.0% | +369.2% |
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