+234.8%
RCL vs LBRT
+115.1%
+119.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.4% |
| 7D | -5.1% | +8.7% | -13.8% | -6.8% |
| 30D | -19.0% | +6.6% | -25.6% | -20.3% |
| 3M | -9.6% | -34.5% | +24.9% | -2.4% |
| 6M | -6.7% | -24.5% | +17.8% | -4.0% |
| YTD | -3.9% | +12.7% | -16.6% | -10.4% |
| 1Y | -25.1% | +94.8% | -119.9% | -40.1% |
| 3Y | +179.1% | +31.9% | +147.3% | +131.7% |
| All | +234.8% | +115.1% | +119.7% | +121.5% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling