+29.8%
ORCL vs LBRT
+1.0%
+28.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -13.7% | +6.8% | -4.6% |
| 7D | -17.5% | -34.8% | +17.3% | -11.4% |
| 30D | -20.2% | -43.6% | +23.4% | -12.3% |
| 3M | -19.9% | -41.2% | +21.3% | -12.8% |
| 6M | -37.4% | -66.1% | +28.7% | -26.6% |
| YTD | -40.1% | -37.9% | -2.3% | -36.2% |
| 1Y | -53.4% | -33.9% | -19.5% | -50.8% |
| 3Y | +10.4% | -40.9% | +51.3% | +12.3% |
| 5Y | +29.8% | +2.1% | +27.7% | +18.8% |
| All | +29.8% | +1.0% | +28.8% | +18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling