+53.1%
RGTI vs LBRT
+115.4%
-62.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.9% | +5.4% | +1.3% |
| 7D | -0.1% | +2.3% | -2.4% | -1.0% |
| 30D | -16.2% | -2.9% | -13.3% | -15.4% |
| 3M | -22.0% | -26.1% | +4.1% | -15.6% |
| 6M | -10.8% | -26.2% | +15.4% | -4.8% |
| YTD | -31.6% | +13.7% | -45.2% | -37.6% |
| 1Y | -6.4% | +93.6% | -99.9% | -28.8% |
| 3Y | +665.7% | +23.2% | +642.4% | +557.4% |
| 5Y | +55.6% | +125.5% | -69.9% | +28.6% |
| All | +53.1% | +115.4% | -62.3% | +27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling