+15.8%
Q vs LBRT
-32.8%
+48.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -13.7% | +6.3% | -4.0% |
| 7D | -10.3% | -34.8% | +24.5% | -1.0% |
| 30D | -17.7% | -43.6% | +25.9% | -6.4% |
| 3M | -18.8% | -41.2% | +22.4% | -8.5% |
| 6M | -24.8% | -66.1% | +41.3% | -7.6% |
| YTD | +35.0% | -37.9% | +72.9% | +45.6% |
| 1Y | +10.7% | -33.9% | +44.6% | +19.3% |
| All | +15.8% | -32.8% | +48.6% | +24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling