-49.6%
NVO vs LBRT
+27.1%
-76.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.9% | -7.0% | -3.3% |
| 7D | +0.1% | +6.9% | -6.9% | -0.3% |
| 30D | -3.2% | +7.8% | -11.0% | -3.7% |
| 3M | +11.5% | -25.3% | +36.8% | +13.4% |
| 6M | +22.9% | -19.6% | +42.5% | +23.6% |
| YTD | -6.8% | +17.2% | -24.0% | -9.2% |
| 1Y | -12.6% | +114.1% | -126.7% | -19.6% |
| 3Y | -49.6% | +27.0% | -76.6% | -53.2% |
| All | -49.6% | +27.1% | -76.7% | -53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling