+411.6%
ROIV vs LBRT
+6.0%
+405.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.4% | +0.8% | +5.6% |
| 7D | +5.3% | -29.1% | +34.5% | +8.8% |
| 30D | +11.9% | -38.4% | +50.3% | +17.2% |
| 3M | +10.7% | -40.1% | +50.8% | +16.1% |
| 6M | +34.9% | -62.9% | +97.8% | +47.7% |
| YTD | +79.2% | -34.5% | +113.7% | +83.3% |
| 1Y | +89.0% | -30.2% | +119.2% | +91.6% |
| 3Y | +337.3% | -37.5% | +374.8% | +333.1% |
| All | +411.6% | +6.0% | +405.6% | +488.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling