+292.2%
RCL vs LBRT
+28.1%
+264.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.2% |
| 7D | -1.2% | +9.2% | -10.4% | -3.0% |
| 30D | +17.8% | -27.5% | +45.4% | +24.4% |
| 3M | +4.9% | -37.9% | +42.8% | +14.0% |
| 6M | +23.7% | -60.7% | +84.4% | +46.6% |
| YTD | +17.8% | -28.5% | +46.3% | +18.8% |
| 1Y | +28.9% | -13.2% | +42.1% | +23.8% |
| 3Y | +241.9% | -28.8% | +270.7% | +220.9% |
| All | +292.2% | +28.1% | +264.1% | +184.8% |
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