+91.6%
NXT vs LBRT
+26.0%
+65.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.8% |
| 7D | -1.1% | +8.7% | -9.8% | -3.3% |
| 30D | -15.3% | +6.6% | -21.9% | -16.9% |
| 3M | -43.8% | -34.5% | -9.3% | -37.9% |
| 6M | -18.7% | -24.5% | +5.8% | -14.3% |
| YTD | -3.0% | +12.7% | -15.7% | -9.0% |
| 1Y | +22.7% | +94.8% | -72.1% | -1.2% |
| All | +91.6% | +26.0% | +65.6% | +66.8% |
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 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