+54.7%
RSP vs LBRT
+25.4%
+29.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.6% |
| 7D | -0.8% | +8.3% | -9.0% | -1.5% |
| 30D | -0.3% | +6.1% | -6.5% | -1.0% |
| 3M | +4.3% | -34.8% | +39.0% | +8.3% |
| 6M | +8.8% | -24.8% | +33.6% | +10.7% |
| YTD | +15.3% | +12.2% | +3.0% | +11.0% |
| 1Y | +18.3% | +94.0% | -75.7% | +4.4% |
| All | +54.7% | +25.4% | +29.3% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling