-84.4%
RIVN vs LBRT
+87.6%
-172.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.5% | -1.4% |
| 7D | -2.1% | +8.7% | -10.8% | -3.8% |
| 30D | +1.2% | +6.6% | -5.4% | -0.5% |
| 3M | -13.1% | -34.5% | +21.3% | -6.0% |
| 6M | +5.5% | -24.5% | +30.0% | +9.7% |
| YTD | -20.1% | +12.7% | -32.9% | -24.6% |
| 1Y | +14.9% | +94.8% | -80.0% | -6.1% |
| 3Y | -32.5% | +31.9% | -64.3% | -42.8% |
| All | -84.4% | +87.6% | -172.0% | -88.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling