+338.9%
NUE vs LBRT
+43.0%
+295.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | -0.1% |
| 7D | -2.3% | +10.2% | -12.5% | -4.5% |
| 30D | -6.1% | +4.9% | -10.9% | -7.2% |
| 3M | +1.7% | -21.2% | +22.9% | +5.8% |
| 6M | +53.1% | -19.9% | +73.0% | +57.3% |
| YTD | +59.0% | +20.8% | +38.3% | +47.4% |
| 1Y | +85.3% | +123.5% | -38.2% | +45.9% |
| 3Y | +63.2% | +30.9% | +32.3% | +40.6% |
| 5Y | +146.8% | +136.3% | +10.5% | +77.9% |
| All | +338.9% | +43.0% | +295.9% | +178.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling