+17.4%
NOK vs LBRT
-25.2%
+42.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +8.1% | -1.3% | +4.1% |
| 7D | -1.4% | -11.9% | +10.5% | +2.3% |
| 30D | -21.0% | -31.9% | +10.9% | -11.7% |
| 3M | -12.6% | -34.9% | +22.3% | -0.9% |
| 6M | -36.2% | -60.7% | +24.5% | -22.7% |
| YTD | +26.4% | -29.2% | +55.6% | +57.8% |
| All | +17.4% | -25.2% | +42.6% | +45.6% |
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