+160.6%
OXY vs LBRT
+116.2%
+44.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.9% | -2.9% | -0.5% |
| 7D | -0.5% | +6.9% | -7.4% | -3.0% |
| 30D | +8.5% | +7.8% | +0.7% | +5.0% |
| 3M | +6.0% | -25.3% | +31.3% | +15.8% |
| 6M | +13.0% | -19.6% | +32.5% | +18.7% |
| YTD | +48.9% | +17.2% | +31.7% | +31.5% |
| 1Y | +36.4% | +114.1% | -77.7% | -12.3% |
| 3Y | -2.3% | +27.0% | -29.3% | -26.7% |
| 5Y | +160.6% | +128.3% | +32.3% | +19.0% |
| All | +160.6% | +116.2% | +44.4% | +19.0% |
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