-86.4%
RIVN vs LBRT
+13.8%
-100.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -1.6% |
| 7D | +3.1% | -15.7% | +18.8% | +6.0% |
| 30D | -1.9% | -34.3% | +32.4% | +5.4% |
| 3M | -16.4% | -40.6% | +24.2% | -8.8% |
| 6M | -3.7% | -62.0% | +58.3% | +14.4% |
| YTD | -30.5% | -31.6% | +1.1% | -28.6% |
| 1Y | -16.5% | -25.8% | +9.3% | -16.3% |
| 3Y | -11.0% | -30.4% | +19.3% | -14.4% |
| 5Y | -86.4% | +18.7% | -105.1% | -88.6% |
| All | -86.4% | +13.8% | -100.2% | -88.6% |
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