+413.4%
NOW vs LBRT
+33.5%
+379.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.1% |
| 7D | -2.4% | +8.7% | -11.1% | -3.1% |
| 30D | +20.5% | +6.6% | +13.9% | +19.6% |
| 3M | +18.3% | -34.5% | +52.8% | +22.3% |
| 6M | +24.1% | -24.5% | +48.6% | +25.7% |
| YTD | -7.8% | +12.7% | -20.5% | -11.0% |
| 1Y | -21.4% | +94.8% | -116.2% | -29.4% |
| 3Y | +19.5% | +31.9% | -12.3% | +9.9% |
| 5Y | +4.1% | +111.8% | -107.8% | -10.5% |
| All | +413.4% | +33.5% | +379.9% | +290.4% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling