+270.6%
NOW vs LBRT
-22.5%
+293.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.4% | -5.8% | -0.8% |
| 7D | -3.0% | -29.1% | +26.2% | -0.3% |
| 30D | -26.0% | -38.4% | +12.3% | -23.1% |
| 3M | -13.1% | -40.1% | +26.9% | -9.8% |
| 6M | +14.5% | -62.9% | +77.4% | +23.5% |
| YTD | -33.4% | -34.5% | +1.1% | -33.0% |
| 1Y | -40.6% | -30.2% | -10.4% | -40.8% |
| 3Y | -16.3% | -37.5% | +21.1% | -18.0% |
| 5Y | -26.3% | +7.6% | -33.9% | -32.9% |
| All | +270.6% | -22.5% | +293.1% | +193.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling