+34.8%
NXPI vs LBRT
+22.2%
+12.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.3% | -0.2% | +2.4% |
| 7D | +1.7% | -1.9% | +3.6% | +2.0% |
| 30D | +19.7% | -32.0% | +51.7% | +27.9% |
| 3M | +14.5% | -39.7% | +54.2% | +25.0% |
| 6M | -11.2% | -61.1% | +49.9% | +4.5% |
| YTD | +25.8% | -29.4% | +55.2% | +30.4% |
| 1Y | +35.2% | -24.5% | +59.7% | +38.0% |
| 3Y | +52.3% | -28.1% | +80.3% | +47.7% |
| 5Y | +34.8% | +23.9% | +11.0% | +16.0% |
| All | +34.8% | +22.2% | +12.6% | +16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling