+165.2%
NOK vs LBRT
+21.3%
+143.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.2% | +2.4% |
| 7D | -1.8% | +8.7% | -10.5% | -3.0% |
| 30D | +4.7% | +6.6% | -1.9% | +3.6% |
| 3M | -39.7% | -34.5% | -5.2% | -36.5% |
| 6M | +23.1% | -24.5% | +47.6% | +27.6% |
| YTD | +55.0% | +12.7% | +42.3% | +53.9% |
| 1Y | +118.0% | +94.8% | +23.2% | +101.7% |
| All | +165.2% | +21.3% | +143.9% | +147.9% |
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