-49.7%
NRG vs LBRT
-25.0%
-24.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -11.2% | -2.3% | -11.4% |
| 7D | -13.7% | -25.3% | +11.6% | -9.4% |
| 30D | -13.6% | -32.9% | +19.3% | -8.0% |
| 3M | -28.5% | -33.3% | +4.8% | -23.8% |
| 6M | -45.8% | -61.0% | +15.2% | -37.0% |
| YTD | -46.9% | -28.0% | -18.9% | -49.5% |
| 1Y | -49.7% | -21.5% | -28.2% | -52.2% |
| All | -49.7% | -25.0% | -24.7% | -52.2% |
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