+29.7%
ON vs LBRT
-31.1%
+60.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.4% | -4.9% | -1.2% |
| 7D | -11.7% | -29.1% | +17.5% | -2.6% |
| 30D | -23.3% | -38.4% | +15.1% | -12.2% |
| 3M | -19.2% | -40.1% | +20.9% | -6.9% |
| 6M | -40.1% | -62.9% | +22.8% | -23.2% |
| YTD | +16.9% | -34.5% | +51.4% | +35.2% |
| 1Y | +29.7% | -30.2% | +59.9% | +47.6% |
| All | +29.7% | -31.1% | +60.9% | +47.6% |
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