+373.1%
ROIV vs LBRT
+1.0%
+372.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -13.7% | +9.5% | -2.8% |
| 7D | -2.4% | -34.8% | +32.4% | +1.7% |
| 30D | +3.1% | -43.6% | +46.7% | +8.9% |
| 3M | +5.8% | -41.2% | +47.1% | +11.2% |
| 6M | +29.3% | -66.1% | +95.4% | +42.8% |
| YTD | +68.8% | -37.9% | +106.6% | +73.6% |
| 1Y | +81.0% | -33.9% | +114.9% | +84.5% |
| 3Y | +294.6% | -40.9% | +335.5% | +293.0% |
| 5Y | +373.1% | +2.1% | +371.0% | +432.4% |
| All | +373.1% | +1.0% | +372.1% | +432.4% |
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 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