+719.8%
MU vs LBRT
+100.7%
+619.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +5.8% |
| 7D | +9.0% | +8.3% | +0.7% | +6.3% |
| 30D | +13.8% | +6.1% | +7.7% | +11.5% |
| 3M | +2.1% | -34.8% | +36.8% | +14.2% |
| 6M | +153.8% | -24.8% | +178.6% | +173.0% |
| YTD | +256.4% | +12.2% | +244.2% | +250.7% |
| 1Y | +719.8% | +94.0% | +625.8% | +696.3% |
| All | +719.8% | +100.7% | +619.0% | +696.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling