-41.8%
NOW vs LBRT
-23.3%
-18.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -1.7% | +13.8% | -15.5% | +0.2% |
| 30D | -27.4% | -32.4% | +5.0% | -32.1% |
| 3M | -19.4% | -39.9% | +20.5% | -26.1% |
| 6M | +13.1% | -60.8% | +73.9% | -3.2% |
| YTD | -34.3% | -29.3% | -5.0% | -37.9% |
| 1Y | -41.8% | -18.9% | -22.9% | -47.2% |
| All | -41.8% | -23.3% | -18.5% | -47.2% |
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