+80.5%
OSCR vs LBRT
+138.4%
-58.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -4.4% |
| 7D | +4.7% | +10.2% | -5.5% | +2.8% |
| 30D | +14.8% | +4.9% | +9.9% | +13.5% |
| 3M | +16.7% | -21.2% | +37.9% | +20.5% |
| 6M | +127.5% | -19.9% | +147.5% | +131.5% |
| YTD | +121.0% | +20.8% | +100.2% | +103.6% |
| 1Y | +58.4% | +123.5% | -65.1% | +23.3% |
| 3Y | +392.4% | +30.9% | +361.5% | +307.1% |
| 5Y | +80.5% | +136.3% | -55.8% | +16.6% |
| All | +80.5% | +138.4% | -58.0% | +16.6% |
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