+90.1%
RF vs LBRT
+115.1%
-25.0%
-41.0%
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% | -1.5% | -0.4% |
| 7D | +1.3% | +8.7% | -7.4% | -0.5% |
| 30D | -3.6% | +6.6% | -10.2% | -5.1% |
| 3M | +8.1% | -34.5% | +42.6% | +16.5% |
| 6M | +11.5% | -24.5% | +36.0% | +15.2% |
| YTD | +15.6% | +12.7% | +2.8% | +7.7% |
| 1Y | +15.7% | +94.8% | -79.2% | -8.3% |
| 3Y | +86.9% | +31.9% | +55.0% | +55.9% |
| All | +90.1% | +115.1% | -25.0% | +22.9% |
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 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