+25.6%
QQQ vs LBRT
+101.6%
-76.0%
-12.0%
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 | +0.2% | +1.5% | -1.3% | +0.1% |
| 7D | +0.4% | +8.7% | -8.4% | -0.4% |
| 30D | +0.2% | +6.6% | -6.4% | -0.4% |
| 3M | -2.8% | -34.5% | +31.7% | -0.2% |
| 6M | +18.0% | -24.5% | +42.5% | +19.6% |
| YTD | +17.3% | +12.7% | +4.6% | +14.8% |
| 1Y | +25.6% | +94.8% | -69.3% | +21.0% |
| All | +25.6% | +101.6% | -76.0% | +21.0% |
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