+43.8%
QLD vs LBRT
+101.6%
-57.8%
-25.1%
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 | +0.3% | +1.5% | -1.1% | +0.1% |
| 7D | +0.6% | +8.7% | -8.2% | -0.9% |
| 30D | -0.1% | +6.6% | -6.7% | -1.4% |
| 3M | -8.4% | -34.5% | +26.1% | -3.1% |
| 6M | +32.2% | -24.5% | +56.7% | +36.1% |
| YTD | +28.9% | +12.7% | +16.2% | +23.7% |
| 1Y | +43.8% | +94.8% | -51.0% | +33.9% |
| All | +43.8% | +101.6% | -57.8% | +33.9% |
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