+32.7%
ORCL vs LBRT
+26.0%
+6.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +2.8% |
| 7D | +5.3% | +8.7% | -3.5% | +3.6% |
| 30D | +10.0% | +6.6% | +3.4% | +8.5% |
| 3M | -32.6% | -34.5% | +1.9% | -28.0% |
| 6M | +4.9% | -24.5% | +29.4% | +8.6% |
| YTD | -17.8% | +12.7% | -30.5% | -21.3% |
| 1Y | -28.0% | +94.8% | -122.8% | -39.4% |
| All | +32.7% | +26.0% | +6.7% | +19.5% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling