-3.0%
RSG vs LBRT
+97.8%
-100.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.8% |
| 7D | 0.0% | +1.8% | -1.8% | +0.1% |
| 30D | +4.0% | -2.5% | +6.4% | +4.0% |
| 3M | +7.4% | -24.9% | +32.3% | +7.2% |
| 6M | +0.1% | -29.5% | +29.6% | 0.0% |
| YTD | +6.0% | +14.7% | -8.7% | +6.9% |
| 1Y | -3.0% | +91.7% | -94.7% | -3.9% |
| All | -3.0% | +97.8% | -100.8% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling