+11.5%
NEE vs LBRT
+28.1%
-16.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | -2.1% | +9.2% | -11.3% | -2.5% |
| 30D | +8.6% | -27.5% | +36.1% | +9.9% |
| 3M | -0.3% | -37.9% | +37.6% | +1.6% |
| 6M | -8.9% | -60.7% | +51.8% | -5.3% |
| YTD | +8.3% | -28.5% | +36.8% | +8.9% |
| 1Y | +4.3% | -13.2% | +17.5% | +3.7% |
| 3Y | +70.7% | -28.8% | +99.5% | +68.2% |
| All | +11.5% | +28.1% | -16.6% | +8.1% |
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