+137.4%
NXPI vs LBRT
-22.5%
+159.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +0.5% |
| 7D | -4.4% | -29.1% | +24.8% | +2.3% |
| 30D | +5.6% | -38.4% | +43.9% | +16.0% |
| 3M | +7.6% | -40.1% | +47.7% | +18.5% |
| 6M | -17.6% | -62.9% | +45.3% | -0.6% |
| YTD | +15.9% | -34.5% | +50.4% | +22.4% |
| 1Y | +22.4% | -30.2% | +52.6% | +27.2% |
| 3Y | +43.2% | -37.5% | +80.7% | +44.5% |
| 5Y | +21.4% | +7.6% | +13.8% | +3.4% |
| All | +137.4% | -22.5% | +159.8% | +53.3% |
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