-2.9%
ONDS vs LBRT
+31.0%
-33.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +8.1% | +3.8% | +9.3% |
| 7D | +3.8% | -11.9% | +15.7% | +8.6% |
| 30D | -11.3% | -31.9% | +20.7% | +0.3% |
| 3M | -34.5% | -34.9% | +0.4% | -25.3% |
| 6M | -34.1% | -60.7% | +26.6% | -14.1% |
| YTD | -38.8% | -29.2% | -9.6% | -34.1% |
| 1Y | +2.8% | -23.6% | +26.4% | +8.4% |
| 3Y | +1,111.0% | -26.8% | +1,137.8% | +1,127.6% |
| 5Y | -33.7% | +16.3% | -50.0% | -41.5% |
| All | -2.9% | +31.0% | -33.9% | -21.7% |
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