-87.3%
RIVN vs LBRT
+17.7%
-105.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.6% | -5.5% |
| 7D | -3.7% | +13.8% | -17.5% | -6.1% |
| 30D | -4.3% | -32.4% | +28.1% | +2.2% |
| 3M | -19.6% | -39.9% | +20.2% | -12.5% |
| 6M | -8.2% | -60.8% | +52.6% | +8.3% |
| YTD | -35.1% | -29.3% | -5.8% | -33.7% |
| 1Y | -26.9% | -18.9% | -8.1% | -28.2% |
| 3Y | -16.9% | -28.0% | +11.1% | -20.5% |
| 5Y | -90.2% | +26.6% | -116.7% | -92.0% |
| All | -87.3% | +17.7% | -105.0% | -89.4% |
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