-3.5%
OXY vs LBRT
-38.0%
+34.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.4% | -5.3% | -1.3% |
| 7D | -11.9% | -29.1% | +17.2% | -4.2% |
| 30D | -3.1% | -38.4% | +35.2% | +8.8% |
| 3M | +1.1% | -40.1% | +41.1% | +13.8% |
| 6M | +3.2% | -62.9% | +66.1% | +30.7% |
| YTD | +39.0% | -34.5% | +73.6% | +47.0% |
| 1Y | +42.7% | -30.2% | +72.9% | +47.0% |
| 3Y | -3.5% | -37.5% | +33.9% | -6.4% |
| All | -3.5% | -38.0% | +34.5% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling