+177.4%
NXT vs LBRT
+39.1%
+138.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.8% |
| 7D | -1.1% | +8.7% | -9.8% | -3.2% |
| 30D | -15.3% | +6.6% | -21.9% | -16.9% |
| 3M | -43.8% | -34.5% | -9.3% | -38.0% |
| 6M | -18.7% | -24.5% | +5.8% | -14.4% |
| YTD | -3.0% | +12.7% | -15.7% | -8.8% |
| 1Y | +22.7% | +94.8% | -72.1% | -0.7% |
| 3Y | +95.9% | +31.9% | +64.1% | +70.8% |
| All | +177.4% | +39.1% | +138.3% | +130.9% |
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 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