-37.2%
QID vs LBRT
+100.7%
-137.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.2% |
| 7D | -0.6% | +8.3% | -8.9% | +0.8% |
| 30D | 0.0% | +6.1% | -6.1% | +1.2% |
| 3M | +3.7% | -34.8% | +38.5% | -1.2% |
| 6M | -29.9% | -24.8% | -5.0% | -31.5% |
| YTD | -28.8% | +12.2% | -41.0% | -25.2% |
| 1Y | -37.2% | +94.0% | -131.2% | -31.6% |
| All | -37.2% | +100.7% | -137.9% | -31.6% |
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