-37.2%
QID vs LBRT
+101.6%
-138.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -0.1% |
| 7D | -0.6% | +8.7% | -9.4% | +0.8% |
| 30D | 0.0% | +6.6% | -6.6% | +1.3% |
| 3M | +3.7% | -34.5% | +38.2% | -1.1% |
| 6M | -29.9% | -24.5% | -5.4% | -31.4% |
| YTD | -28.8% | +12.7% | -41.5% | -25.1% |
| 1Y | -37.2% | +94.8% | -132.0% | -31.6% |
| All | -37.2% | +101.6% | -138.8% | -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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling