-85.4%
OPEN vs LBRT
-23.4%
-62.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.3% | +0.9% | +4.0% |
| 7D | -31.1% | -1.9% | -29.2% | -30.7% |
| 30D | -34.7% | -32.0% | -2.7% | -32.0% |
| 3M | -61.9% | -39.7% | -22.2% | -59.5% |
| 6M | -71.9% | -61.1% | -10.8% | -67.6% |
| YTD | -76.6% | -29.4% | -47.2% | -79.8% |
| All | -85.4% | -23.4% | -62.0% | -89.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling