+74.7%
NUE vs LBRT
-17.1%
+91.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.5% | -3.6% |
| 7D | +2.8% | +9.2% | -6.4% | +1.4% |
| 30D | -2.1% | -27.5% | +25.4% | +1.3% |
| 3M | -7.3% | -37.9% | +30.6% | -2.5% |
| 6M | +8.9% | -60.7% | +69.6% | +19.2% |
| YTD | +55.6% | -28.5% | +84.1% | +51.3% |
| 1Y | +74.7% | -13.2% | +87.9% | +61.7% |
| All | +74.7% | -17.1% | +91.8% | +61.7% |
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 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