+75.9%
OKE vs LBRT
+25.1%
+50.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.9% | -1.8% | +1.4% |
| 7D | +1.9% | +6.9% | -5.0% | +0.6% |
| 30D | +12.8% | +7.8% | +5.0% | +11.0% |
| 3M | +11.9% | -25.3% | +37.2% | +17.4% |
| 6M | +14.9% | -19.6% | +34.4% | +17.8% |
| YTD | +37.7% | +17.2% | +20.6% | +27.8% |
| 1Y | +44.1% | +114.1% | -70.0% | +10.2% |
| All | +75.9% | +25.1% | +50.8% | +45.4% |
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