-78.7%
OPEN vs LBRT
-31.1%
-47.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 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