+4,063.2%
NVDA vs LBRT
+33.5%
+4,029.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.6% |
| 7D | +5.9% | +8.7% | -2.8% | +4.4% |
| 30D | +5.1% | +6.6% | -1.5% | +3.8% |
| 3M | +5.4% | -34.5% | +39.8% | +12.2% |
| 6M | +26.0% | -24.5% | +50.5% | +30.1% |
| YTD | +23.7% | +12.7% | +10.9% | +18.6% |
| 1Y | +34.4% | +94.8% | -60.5% | +15.8% |
| 3Y | +375.8% | +31.9% | +343.9% | +325.7% |
| 5Y | +911.8% | +111.8% | +799.9% | +712.4% |
| All | +4,063.2% | +33.5% | +4,029.8% | +3,013.9% |
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