+272.0%
NOW vs LBRT
-26.4%
+298.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -13.7% | +7.8% | -4.7% |
| 7D | -6.7% | -34.8% | +28.1% | -3.3% |
| 30D | -25.8% | -43.6% | +17.8% | -22.3% |
| 3M | -12.7% | -41.2% | +28.6% | -9.2% |
| 6M | +11.2% | -66.1% | +77.3% | +21.0% |
| YTD | -33.2% | -37.9% | +4.7% | -32.5% |
| 1Y | -41.8% | -33.9% | -7.9% | -41.7% |
| 3Y | -15.7% | -40.9% | +25.2% | -16.9% |
| 5Y | -26.0% | +2.1% | -28.2% | -32.3% |
| All | +272.0% | -26.4% | +298.4% | +196.3% |
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