-30.0%
OPEN vs LBRT
-38.0%
+8.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +5.4% | -27.2% | -22.6% |
| 7D | -22.2% | -29.1% | +6.9% | -18.2% |
| 30D | -38.3% | -38.4% | +0.1% | -33.7% |
| 3M | -59.4% | -40.1% | -19.3% | -56.3% |
| 6M | -74.4% | -62.9% | -11.5% | -69.9% |
| YTD | -76.0% | -34.5% | -41.5% | -75.4% |
| 1Y | -78.7% | -30.2% | -48.5% | -78.5% |
| 3Y | -30.0% | -37.5% | +7.5% | -22.6% |
| All | -30.0% | -38.0% | +8.0% | -22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling