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  • OPEN vs LBRT✓SelectedUSD · LBRTOPEN vs LBRT performance historyLatest closeAs of-21.79%11/06
Stock and ETF performance explorer

OPEN vs LBRT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-78.7%
LBRT return
-31.1%
Excess return
-47.5%
Maximum drawdown
-85.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioLBRTExcessAlpha
1D-21.8%+5.4%-27.2%-22.0%
7D-22.2%-29.1%+6.9%-20.4%
30D-38.3%-38.4%+0.1%-35.8%
3M-59.4%-40.1%-19.3%-57.7%
6M-74.4%-62.9%-11.5%-71.5%
YTD-76.0%-34.5%-41.5%-77.1%
1Y-78.7%-30.2%-48.5%-79.5%
All-78.7%-31.1%-47.5%-79.5%

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