-86.9%
OPEN vs LBRT
+132.8%
-219.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.1% | -7.4% | -0.4% |
| 7D | -21.7% | -11.9% | -9.7% | -20.7% |
| 30D | -36.5% | -31.9% | -4.5% | -33.6% |
| 3M | -59.5% | -34.9% | -24.7% | -57.6% |
| 6M | -71.9% | -60.7% | -11.2% | -68.3% |
| YTD | -75.8% | -29.2% | -46.6% | -75.3% |
| 1Y | -78.5% | -23.6% | -54.9% | -78.4% |
| 3Y | -30.2% | -26.8% | -3.4% | -31.0% |
| 5Y | -93.3% | +16.3% | -109.6% | -93.7% |
| All | -86.9% | +132.8% | -219.8% | -88.1% |
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