+237.3%
P vs LBRT
+1.0%
+236.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -13.7% | -2.7% | -12.9% |
| 7D | -31.9% | -34.8% | +2.9% | -23.9% |
| 30D | -36.5% | -43.6% | +7.1% | -26.6% |
| 3M | +11.6% | -41.2% | +52.8% | +27.7% |
| 6M | +25.2% | -66.1% | +91.3% | +59.8% |
| YTD | +39.4% | -37.9% | +77.3% | +54.6% |
| 1Y | -3.7% | -33.9% | +30.2% | +5.0% |
| 3Y | +167.3% | -40.9% | +208.1% | +181.9% |
| 5Y | +237.3% | +2.1% | +235.2% | +215.8% |
| All | +237.3% | +1.0% | +236.3% | +215.8% |
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