-51.7%
ORCL vs LBRT
-31.1%
-20.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | -0.6% |
| 7D | -11.2% | -29.1% | +18.0% | -3.2% |
| 30D | -18.8% | -38.4% | +19.6% | -8.8% |
| 3M | -18.8% | -40.1% | +21.3% | -8.5% |
| 6M | -39.7% | -62.9% | +23.2% | -27.1% |
| YTD | -39.6% | -34.5% | -5.1% | -37.4% |
| 1Y | -51.7% | -30.2% | -21.5% | -53.1% |
| All | -51.7% | -31.1% | -20.6% | -53.1% |
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