-50.4%
ORCL vs LBRT
-27.7%
-22.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.6% |
| 7D | -6.5% | -15.7% | +9.2% | -2.7% |
| 30D | -16.6% | -34.3% | +17.7% | -7.8% |
| 3M | -21.6% | -40.6% | +19.0% | -11.8% |
| 6M | -39.4% | -62.0% | +22.6% | -27.3% |
| YTD | -38.7% | -31.6% | -7.0% | -37.2% |
| 1Y | -50.4% | -25.8% | -24.6% | -52.8% |
| All | -50.4% | -27.7% | -22.6% | -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