+97.7%
NBIX vs LBRT
+35.9%
+61.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.3% |
| 7D | +0.4% | +1.8% | -1.4% | +0.2% |
| 30D | -0.2% | -2.5% | +2.3% | 0.0% |
| 3M | -4.0% | -24.9% | +20.9% | -2.1% |
| 6M | +20.6% | -29.5% | +50.1% | +23.2% |
| YTD | +10.1% | +14.7% | -4.6% | +7.0% |
| 1Y | +8.8% | +91.7% | -82.9% | -0.2% |
| 3Y | +42.5% | +24.6% | +17.9% | +33.3% |
| 5Y | +61.5% | +127.7% | -66.2% | +38.7% |
| All | +97.7% | +35.9% | +61.9% | +56.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling