+303.5%
MXL vs LBRT
+100.7%
+202.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.0% | +4.5% | +5.2% |
| 7D | +1.6% | +8.3% | -6.6% | -1.4% |
| 30D | -7.0% | +6.1% | -13.1% | -8.7% |
| 3M | -33.4% | -34.8% | +1.4% | -25.0% |
| 6M | +260.2% | -24.8% | +285.0% | +292.1% |
| YTD | +260.0% | +12.2% | +247.7% | +259.6% |
| 1Y | +303.5% | +94.0% | +209.5% | +299.5% |
| All | +303.5% | +100.7% | +202.8% | +299.5% |
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