-87.9%
OPEN vs LBRT
+124.9%
-212.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.4% | -3.7% | -6.6% |
| 7D | -24.7% | -15.7% | -9.0% | -23.3% |
| 30D | -41.0% | -34.3% | -6.7% | -38.0% |
| 3M | -62.4% | -40.6% | -21.7% | -59.9% |
| 6M | -73.9% | -62.0% | -11.9% | -70.4% |
| YTD | -77.5% | -31.6% | -45.9% | -77.0% |
| 1Y | -83.6% | -25.8% | -57.8% | -83.4% |
| 3Y | -37.0% | -30.4% | -6.6% | -37.3% |
| 5Y | -93.3% | +18.7% | -112.0% | -93.6% |
| All | -87.9% | +124.9% | -212.8% | -88.9% |
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