+11.1%
RDW vs LBRT
-25.0%
+36.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -11.2% | +6.3% | -0.8% |
| 7D | -14.3% | -25.3% | +11.0% | -4.8% |
| 30D | -26.0% | -32.9% | +6.9% | -14.8% |
| 3M | -27.4% | -33.3% | +5.9% | -16.7% |
| 6M | -10.6% | -61.0% | +50.3% | +21.8% |
| YTD | +1.6% | -28.0% | +29.6% | -8.6% |
| 1Y | +11.1% | -21.5% | +32.6% | -6.0% |
| All | +11.1% | -25.0% | +36.1% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling