-8.2%
NVO vs LBRT
-25.0%
+16.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -11.2% | +16.2% | +4.5% |
| 7D | +10.2% | -25.3% | +35.5% | +9.1% |
| 30D | +12.4% | -32.9% | +45.2% | +11.3% |
| 3M | -3.5% | -33.3% | +29.8% | -4.5% |
| 6M | -3.8% | -61.0% | +57.2% | -2.1% |
| YTD | -13.0% | -28.0% | +15.0% | -17.5% |
| 1Y | -8.2% | -21.5% | +13.3% | -12.6% |
| All | -8.2% | -25.0% | +16.8% | -12.6% |
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