-41.6%
ORCL vs LBRT
-17.1%
-24.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.7% |
| 7D | +8.0% | +9.2% | -1.2% | +5.5% |
| 30D | -4.0% | -27.5% | +23.5% | +3.3% |
| 3M | -19.5% | -37.9% | +18.4% | -10.7% |
| 6M | -33.5% | -60.7% | +27.2% | -22.0% |
| YTD | -34.8% | -28.5% | -6.3% | -33.2% |
| 1Y | -41.6% | -13.2% | -28.4% | -46.7% |
| All | -41.6% | -17.1% | -24.5% | -46.7% |
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