-53.4%
ORCL vs LBRT
-32.4%
-20.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -13.7% | +6.8% | -3.3% |
| 7D | -17.5% | -34.8% | +17.3% | -8.1% |
| 30D | -20.2% | -43.6% | +23.4% | -8.4% |
| 3M | -19.9% | -41.2% | +21.3% | -9.1% |
| 6M | -37.4% | -66.1% | +28.7% | -22.8% |
| YTD | -40.1% | -37.9% | -2.3% | -37.1% |
| 1Y | -53.4% | -33.9% | -19.5% | -54.2% |
| All | -53.4% | -32.4% | -20.9% | -54.2% |
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