+78.1%
QQQM vs LBRT
+28.1%
+50.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.4% |
| 7D | +3.6% | +9.2% | -5.6% | +2.4% |
| 30D | -6.7% | -27.5% | +20.8% | -3.2% |
| 3M | -7.0% | -37.9% | +30.9% | -1.8% |
| 6M | -4.6% | -60.7% | +56.1% | +6.0% |
| YTD | +11.1% | -28.5% | +39.6% | +13.2% |
| 1Y | +12.3% | -13.2% | +25.5% | +11.3% |
| 3Y | +83.6% | -28.8% | +112.4% | +79.3% |
| All | +78.1% | +28.1% | +50.1% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling