+45.9%
NFLX vs LBRT
-38.0%
+83.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.4% | -8.7% | -3.3% |
| 7D | +2.1% | -29.1% | +31.3% | +2.6% |
| 30D | -9.0% | -38.4% | +29.4% | -8.4% |
| 3M | -14.0% | -40.1% | +26.1% | -13.4% |
| 6M | -28.2% | -62.9% | +34.7% | -26.2% |
| YTD | -32.4% | -34.5% | +2.2% | -33.4% |
| 1Y | -42.2% | -30.2% | -12.0% | -43.5% |
| 3Y | +45.9% | -37.5% | +83.3% | +34.8% |
| All | +45.9% | -38.0% | +83.8% | +34.8% |
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