+117.8%
ORLY vs LBRT
+116.2%
+1.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.9% | -6.2% | -2.3% |
| 7D | -2.3% | +6.9% | -9.3% | -2.4% |
| 30D | -8.2% | +7.8% | -16.0% | -8.2% |
| 3M | -3.5% | -25.3% | +21.7% | -3.2% |
| 6M | -9.2% | -19.6% | +10.4% | -9.1% |
| YTD | -5.8% | +17.2% | -23.0% | -6.6% |
| 1Y | -19.3% | +114.1% | -133.4% | -21.5% |
| 3Y | +34.4% | +27.0% | +7.4% | +31.5% |
| 5Y | +117.8% | +128.3% | -10.5% | +103.6% |
| All | +117.8% | +116.2% | +1.6% | +103.6% |
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