+281.3%
P vs LBRT
+114.2%
+167.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.2% |
| 7D | +6.5% | +8.3% | -1.7% | +4.7% |
| 30D | +18.8% | +6.1% | +12.7% | +17.3% |
| 3M | +26.7% | -34.8% | +61.5% | +37.4% |
| 6M | +62.2% | -24.8% | +87.0% | +69.6% |
| YTD | +48.5% | +12.2% | +36.3% | +42.3% |
| 1Y | +26.4% | +94.0% | -67.6% | +6.4% |
| 3Y | +159.4% | +31.3% | +128.1% | +128.2% |
| All | +281.3% | +114.2% | +167.1% | +197.4% |
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 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