-69.2%
MRNA vs LBRT
+131.3%
-200.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.9% | -7.5% | -3.9% |
| 7D | -9.0% | +6.9% | -16.0% | -9.5% |
| 30D | +137.2% | +7.8% | +129.4% | +134.4% |
| 3M | +194.8% | -25.3% | +220.1% | +203.3% |
| 6M | +167.2% | -19.6% | +186.8% | +171.0% |
| YTD | +375.9% | +17.2% | +358.7% | +357.1% |
| 1Y | +465.2% | +114.1% | +351.1% | +396.5% |
| 3Y | +30.4% | +27.0% | +3.4% | +20.6% |
| All | -69.2% | +131.3% | -200.5% | -66.2% |
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