-13.5%
ONDS vs LBRT
+30.9%
-44.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.3% | -7.2% |
| 7D | +17.7% | +13.8% | +3.9% | +13.4% |
| 30D | -20.7% | -32.4% | +11.7% | -10.2% |
| 3M | -45.5% | -39.9% | -5.7% | -36.4% |
| 6M | -41.2% | -60.8% | +19.7% | -23.2% |
| YTD | -45.5% | -29.3% | -16.2% | -41.2% |
| 1Y | -3.4% | -18.9% | +15.4% | +0.2% |
| 3Y | +779.3% | -28.0% | +807.3% | +794.6% |
| 5Y | -48.5% | +26.6% | -75.1% | -55.1% |
| All | -13.5% | +30.9% | -44.4% | -30.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling