+22.3%
NOK vs LBRT
-23.4%
+45.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.3% | -1.0% | +1.2% |
| 7D | +2.2% | -1.9% | +4.1% | +2.8% |
| 30D | -14.7% | -32.0% | +17.3% | -4.7% |
| 3M | -10.6% | -39.7% | +29.1% | +3.2% |
| 6M | -39.4% | -61.1% | +21.7% | -26.5% |
| YTD | +30.4% | -29.4% | +59.8% | +62.9% |
| 1Y | +22.3% | -24.5% | +46.8% | +51.7% |
| All | +22.3% | -23.4% | +45.7% | +51.7% |
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