-28.0%
ORCL vs LBRT
+100.7%
-128.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.0% | +2.9% |
| 7D | +5.3% | +8.3% | -3.0% | +3.8% |
| 30D | +10.0% | +6.1% | +3.8% | +8.6% |
| 3M | -32.6% | -34.8% | +2.2% | -28.9% |
| 6M | +4.9% | -24.8% | +29.8% | +7.7% |
| YTD | -17.8% | +12.2% | -30.0% | -20.8% |
| 1Y | -28.0% | +94.0% | -122.0% | -44.4% |
| All | -28.0% | +100.7% | -128.7% | -44.4% |
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