+116.8%
NDAQ vs LBRT
-27.1%
+143.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.2% |
| 7D | +1.3% | +9.2% | -7.9% | +0.8% |
| 30D | +18.0% | -27.5% | +45.5% | +19.6% |
| 3M | +11.5% | -37.9% | +49.4% | +14.1% |
| 6M | +21.1% | -60.7% | +81.8% | +27.9% |
| YTD | +12.8% | -28.5% | +41.3% | +11.7% |
| 1Y | +25.7% | -13.2% | +38.9% | +21.8% |
| 3Y | +116.8% | -28.8% | +145.6% | +106.0% |
| All | +116.8% | -27.1% | +143.9% | +106.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling