+11.4%
O vs LBRT
-25.2%
+36.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.3% | +1.1% |
| 7D | +3.3% | -11.9% | +15.3% | +2.8% |
| 30D | +10.3% | -31.9% | +42.3% | +9.0% |
| 3M | -3.5% | -34.9% | +31.4% | -4.7% |
| 6M | -1.3% | -60.7% | +59.4% | -2.8% |
| YTD | +10.3% | -29.2% | +39.5% | +7.4% |
| All | +11.4% | -25.2% | +36.6% | +7.2% |
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