-7.1%
NXT vs LBRT
-27.7%
+20.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.4% | -1.4% | -4.2% |
| 7D | +4.0% | -15.7% | +19.6% | +6.6% |
| 30D | +15.9% | -34.3% | +50.2% | +25.2% |
| 3M | -3.0% | -40.6% | +37.6% | +7.1% |
| 6M | -20.7% | -62.0% | +41.3% | +0.1% |
| YTD | +14.6% | -31.6% | +46.2% | +6.0% |
| 1Y | -7.1% | -25.8% | +18.7% | -21.8% |
| All | -7.1% | -27.7% | +20.7% | -21.8% |
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