-5.5%
ONON vs LBRT
+26.3%
-31.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.7% |
| 7D | -11.9% | +13.8% | -25.7% | -13.4% |
| 30D | -6.8% | -32.4% | +25.6% | -2.4% |
| 3M | +6.6% | -39.9% | +46.5% | +13.3% |
| 6M | -2.2% | -60.8% | +58.6% | +10.0% |
| YTD | -28.9% | -29.3% | +0.4% | -29.0% |
| 1Y | -20.3% | -18.9% | -1.5% | -22.7% |
| 3Y | +22.9% | -28.0% | +50.9% | +15.8% |
| 5Y | -11.1% | +26.6% | -37.7% | -29.7% |
| All | -5.5% | +26.3% | -31.9% | -21.9% |
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