+127.8%
MRVL vs LBRT
+25.3%
+102.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.7% | -2.6% |
| 7D | +23.1% | +13.8% | +9.3% | +18.1% |
| 30D | -38.8% | -32.4% | -6.4% | -30.0% |
| 3M | -24.2% | -39.9% | +15.7% | -10.6% |
| 6M | 0.0% | -60.8% | +60.8% | +33.4% |
| YTD | +93.8% | -29.3% | +123.1% | +114.0% |
| 1Y | +84.4% | -18.9% | +103.3% | +95.3% |
| 3Y | +203.6% | -28.0% | +231.6% | +213.2% |
| 5Y | +127.8% | +26.6% | +101.3% | +103.9% |
| All | +127.8% | +25.3% | +102.5% | +103.9% |
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