+6.8%
NOW vs LBRT
+114.2%
-107.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.1% |
| 7D | -2.4% | +8.3% | -10.6% | -3.1% |
| 30D | +20.5% | +6.1% | +14.4% | +19.7% |
| 3M | +18.3% | -34.8% | +53.1% | +22.7% |
| 6M | +24.1% | -24.8% | +48.9% | +25.7% |
| YTD | -7.8% | +12.2% | -20.0% | -12.0% |
| 1Y | -21.4% | +94.0% | -115.4% | -31.8% |
| 3Y | +19.5% | +31.3% | -11.7% | +6.7% |
| All | +6.8% | +114.2% | -107.4% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling