+17.5%
P vs LBRT
-25.0%
+42.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -11.2% | +6.2% | -1.1% |
| 7D | -19.4% | -25.3% | +6.0% | -11.0% |
| 30D | -22.3% | -32.9% | +10.6% | -11.8% |
| 3M | +33.2% | -33.3% | +66.5% | +51.5% |
| 6M | +53.6% | -61.0% | +114.6% | +96.0% |
| YTD | +66.8% | -28.0% | +94.8% | +78.1% |
| 1Y | +17.5% | -21.5% | +39.0% | +25.7% |
| All | +17.5% | -25.0% | +42.6% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling