+10.7%
RMBS vs LBRT
+110.8%
-100.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.9% | +3.3% | -0.6% |
| 7D | +1.2% | +2.3% | -1.1% | +0.4% |
| 30D | -11.5% | -2.9% | -8.6% | -10.7% |
| 3M | -38.2% | -26.1% | -12.1% | -32.6% |
| 6M | -4.8% | -26.2% | +21.4% | +3.5% |
| YTD | -7.1% | +13.7% | -20.8% | -13.9% |
| 1Y | +10.7% | +93.6% | -82.9% | -6.9% |
| All | +10.7% | +110.8% | -100.1% | -6.9% |
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 2025-09-10 to 2026-09-10: 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling