+47.4%
NSC vs LBRT
+115.1%
-67.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.3% |
| 7D | -5.5% | +8.7% | -14.2% | -6.5% |
| 30D | -3.2% | +6.6% | -9.8% | -4.1% |
| 3M | +7.7% | -34.5% | +42.1% | +12.5% |
| 6M | +4.5% | -24.5% | +29.0% | +6.6% |
| YTD | +15.6% | +12.7% | +2.8% | +10.6% |
| 1Y | +19.8% | +94.8% | -75.0% | +4.0% |
| 3Y | +70.1% | +31.9% | +38.2% | +51.7% |
| All | +47.4% | +115.1% | -67.7% | +20.4% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling