-61.4%
NVD vs LBRT
+101.6%
-163.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.8% | -1.0% |
| 7D | -11.1% | +8.7% | -19.8% | -8.9% |
| 30D | -13.3% | +6.6% | -19.9% | -11.2% |
| 3M | -19.8% | -34.5% | +14.6% | -25.6% |
| 6M | -48.8% | -24.5% | -24.3% | -50.4% |
| YTD | -49.7% | +12.7% | -62.4% | -44.2% |
| 1Y | -61.4% | +94.8% | -156.2% | -50.8% |
| All | -61.4% | +101.6% | -163.0% | -50.8% |
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 2025-09-04 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling