+359.7%
MTZ vs LBRT
+33.5%
+326.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.7% |
| 7D | -1.6% | +8.7% | -10.3% | -3.9% |
| 30D | -11.1% | +6.6% | -17.7% | -12.8% |
| 3M | -36.7% | -34.5% | -2.2% | -30.0% |
| 6M | -21.9% | -24.5% | +2.6% | -17.9% |
| YTD | +9.1% | +12.7% | -3.6% | +1.8% |
| 1Y | +30.0% | +94.8% | -64.9% | +2.2% |
| 3Y | +138.5% | +31.9% | +106.6% | +99.9% |
| 5Y | +158.3% | +111.8% | +46.5% | +75.9% |
| All | +359.7% | +33.5% | +326.2% | +152.2% |
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 2016-09-04 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling