+6.7%
NI vs LBRT
+100.7%
-94.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.7% | -0.7% |
| 7D | +2.0% | +8.3% | -6.2% | +1.8% |
| 30D | -3.5% | +6.1% | -9.7% | -3.7% |
| 3M | -9.1% | -34.8% | +25.6% | -8.4% |
| 6M | -11.8% | -24.8% | +13.0% | -11.5% |
| YTD | +1.1% | +12.2% | -11.1% | +0.4% |
| 1Y | +6.7% | +94.0% | -87.3% | +4.0% |
| All | +6.7% | +100.7% | -94.0% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling