+822.0%
MU vs LBRT
+1.0%
+821.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -13.7% | -3.8% | -13.6% |
| 7D | -29.7% | -34.8% | +5.1% | -20.7% |
| 30D | -37.2% | -43.6% | +6.4% | -26.5% |
| 3M | -26.5% | -41.2% | +14.7% | -15.2% |
| 6M | +2.6% | -66.1% | +68.6% | +35.1% |
| YTD | +130.1% | -37.9% | +168.0% | +159.8% |
| 1Y | +176.7% | -33.9% | +210.6% | +207.5% |
| 3Y | +813.1% | -40.9% | +854.0% | +886.6% |
| 5Y | +822.0% | +2.1% | +819.8% | +767.8% |
| All | +822.0% | +1.0% | +821.0% | +767.8% |
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