+250.4%
ROIV vs LBRT
+114.2%
+136.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | +0.6% | +8.3% | -7.6% | -0.2% |
| 30D | +1.0% | +6.1% | -5.2% | +0.2% |
| 3M | +18.3% | -34.8% | +53.0% | +22.6% |
| 6M | +18.3% | -24.8% | +43.2% | +20.3% |
| YTD | +61.0% | +12.2% | +48.7% | +56.5% |
| 1Y | +177.9% | +94.0% | +83.9% | +152.1% |
| 3Y | +199.1% | +31.3% | +167.8% | +176.5% |
| All | +250.4% | +114.2% | +136.2% | +264.4% |
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