-20.1%
NVDL vs LBRT
-25.0%
+4.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -11.2% | +5.1% | -2.3% |
| 7D | -14.0% | -25.3% | +11.3% | -5.5% |
| 30D | -31.2% | -32.9% | +1.7% | -21.9% |
| 3M | -15.5% | -33.3% | +17.8% | -4.2% |
| 6M | -10.3% | -61.0% | +50.7% | +14.6% |
| YTD | -5.8% | -28.0% | +22.2% | -5.8% |
| 1Y | -20.1% | -21.5% | +1.4% | -23.5% |
| All | -20.1% | -25.0% | +4.9% | -23.5% |
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