+8.4%
QID vs LBRT
-62.5%
+70.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.4% | -7.9% | -0.8% |
| 7D | +9.4% | -29.1% | +38.6% | 0.0% |
| 30D | +31.2% | -38.4% | +69.6% | +16.2% |
| 3M | +17.4% | -40.1% | +57.5% | +3.7% |
| 6M | +8.4% | -62.9% | +71.3% | -18.4% |
| All | +8.4% | -62.5% | +70.9% | -18.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling