+2,788.3%
NVDL vs LBRT
+44.3%
+2,744.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.2% | +1.1% |
| 7D | +11.7% | +8.7% | +2.9% | +8.4% |
| 30D | +7.8% | +6.6% | +1.2% | +5.3% |
| 3M | +3.3% | -34.5% | +37.8% | +18.1% |
| 6M | +38.9% | -24.5% | +63.4% | +48.4% |
| YTD | +28.5% | +12.7% | +15.8% | +17.1% |
| 1Y | +40.6% | +94.8% | -54.2% | +1.8% |
| 3Y | +648.7% | +31.9% | +616.8% | +530.1% |
| All | +2,788.3% | +44.3% | +2,744.0% | +2,327.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling