+87.8%
NUE vs LBRT
-25.0%
+112.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -11.2% | +9.2% | -0.8% |
| 7D | -1.4% | -25.3% | +23.9% | +1.7% |
| 30D | +6.6% | -32.9% | +39.4% | +11.1% |
| 3M | -2.0% | -33.3% | +31.3% | +2.2% |
| 6M | +19.2% | -61.0% | +80.2% | +30.0% |
| YTD | +65.6% | -28.0% | +93.6% | +63.7% |
| 1Y | +87.8% | -21.5% | +109.4% | +84.3% |
| All | +87.8% | -25.0% | +112.9% | +84.3% |
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