+116.8%
NXPI vs LBRT
+33.5%
+83.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.2% | +1.0% |
| 7D | +1.9% | +8.3% | -6.3% | +0.2% |
| 30D | -1.4% | +6.1% | -7.6% | -2.9% |
| 3M | -29.1% | -34.8% | +5.7% | -23.2% |
| 6M | +6.2% | -24.8% | +31.0% | +11.0% |
| YTD | +5.9% | +12.2% | -6.4% | +0.8% |
| 1Y | +2.9% | +94.0% | -91.1% | -14.6% |
| 3Y | +14.5% | +31.3% | -16.8% | -0.7% |
| 5Y | +17.1% | +111.8% | -94.8% | -13.7% |
| All | +116.8% | +33.5% | +83.4% | +26.0% |
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 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