+238.6%
RDW vs LBRT
+21.4%
+217.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.9% | +7.5% | +3.8% |
| 7D | +4.8% | +2.3% | +2.5% | +3.8% |
| 30D | -19.5% | -2.9% | -16.6% | -18.8% |
| 3M | -26.9% | -26.1% | -0.8% | -20.2% |
| 6M | +17.8% | -26.2% | +43.9% | +26.2% |
| YTD | +43.0% | +13.7% | +29.4% | +28.2% |
| 1Y | +32.1% | +93.6% | -61.5% | -6.3% |
| All | +238.6% | +21.4% | +217.3% | +177.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling