-40.7%
NOW vs LBRT
-25.2%
-15.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.3% | +1.9% |
| 7D | -3.1% | -11.9% | +8.9% | -5.1% |
| 30D | -27.0% | -31.9% | +4.9% | -31.6% |
| 3M | -17.7% | -34.9% | +17.2% | -23.4% |
| 6M | +12.7% | -60.7% | +73.4% | -3.2% |
| YTD | -32.9% | -29.2% | -3.7% | -36.4% |
| All | -40.7% | -25.2% | -15.5% | -44.5% |
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