-70.8%
OPEN vs LBRT
+270.8%
-341.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | +0.4% |
| 7D | -4.3% | +8.7% | -13.0% | -5.5% |
| 30D | -16.2% | +6.6% | -22.8% | -17.2% |
| 3M | -36.4% | -34.5% | -1.9% | -32.6% |
| 6M | -35.5% | -24.5% | -11.0% | -33.5% |
| YTD | -46.0% | +12.7% | -58.7% | -47.9% |
| 1Y | -47.1% | +94.8% | -142.0% | -53.5% |
| 3Y | -19.0% | +31.9% | -50.9% | -25.6% |
| 5Y | -83.6% | +111.8% | -195.4% | -85.3% |
| All | -70.8% | +270.8% | -341.6% | -74.8% |
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