-30.2%
OPEN vs LBRT
-28.3%
-1.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.1% | -7.4% | -0.5% |
| 7D | -21.7% | -11.9% | -9.7% | -20.4% |
| 30D | -36.5% | -31.9% | -4.5% | -32.8% |
| 3M | -59.5% | -34.9% | -24.7% | -57.0% |
| 6M | -71.9% | -60.7% | -11.2% | -67.2% |
| YTD | -75.8% | -29.2% | -46.6% | -75.5% |
| 1Y | -78.5% | -23.6% | -54.9% | -78.6% |
| 3Y | -30.2% | -26.8% | -3.4% | -26.6% |
| All | -30.2% | -28.3% | -1.9% | -26.6% |
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