+194.4%
NFLX vs LBRT
-16.2%
+210.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.1% | -7.3% | +0.3% |
| 7D | +2.6% | -11.9% | +14.5% | +3.3% |
| 30D | -9.0% | -31.9% | +22.9% | -6.9% |
| 3M | -13.7% | -34.9% | +21.1% | -11.6% |
| 6M | -26.9% | -60.7% | +33.8% | -22.5% |
| YTD | -31.8% | -29.2% | -2.6% | -31.6% |
| 1Y | -42.1% | -23.6% | -18.4% | -42.4% |
| 3Y | +47.0% | -26.8% | +73.8% | +43.1% |
| 5Y | -2.5% | +16.3% | -18.8% | -9.7% |
| All | +194.4% | -16.2% | +210.6% | +173.1% |
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 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