+192.7%
NXT vs LBRT
-28.0%
+220.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | 0.0% |
| 7D | -5.7% | -1.9% | -3.8% | -5.4% |
| 30D | +18.5% | -32.0% | +50.6% | +28.3% |
| 3M | -4.1% | -39.7% | +35.6% | +6.7% |
| 6M | -20.3% | -61.1% | +40.8% | -1.7% |
| YTD | +15.5% | -29.4% | +44.9% | +19.5% |
| 1Y | -5.0% | -24.5% | +19.5% | -3.4% |
| All | +192.7% | -28.0% | +220.6% | +202.9% |
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