-5.5%
NFLX vs LBRT
+25.1%
-30.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.3% | -1.3% | +1.8% |
| 7D | -2.8% | -1.9% | -0.9% | -2.7% |
| 30D | -8.6% | -32.0% | +23.4% | -6.1% |
| 3M | -13.7% | -39.7% | +26.0% | -10.7% |
| 6M | -24.5% | -61.1% | +36.6% | -18.7% |
| YTD | -31.2% | -29.4% | -1.8% | -31.6% |
| 1Y | -43.2% | -24.5% | -18.7% | -44.2% |
| 3Y | +44.3% | -28.1% | +72.4% | +36.9% |
| All | -5.5% | +25.1% | -30.6% | -18.3% |
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