-49.5%
ORCL vs LBRT
-25.0%
-24.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -11.2% | +9.3% | +0.9% |
| 7D | -14.4% | -25.3% | +10.9% | -8.0% |
| 30D | -12.8% | -32.9% | +20.0% | -4.2% |
| 3M | -14.8% | -33.3% | +18.5% | -6.5% |
| 6M | -30.9% | -61.0% | +30.1% | -17.8% |
| YTD | -35.7% | -28.0% | -7.7% | -35.0% |
| 1Y | -49.5% | -21.5% | -28.0% | -52.8% |
| All | -49.5% | -25.0% | -24.4% | -52.8% |
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