+169.3%
RTX vs LBRT
+114.2%
+55.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.8% |
| 7D | -5.2% | +8.3% | -13.4% | -6.0% |
| 30D | -9.4% | +6.1% | -15.5% | -10.0% |
| 3M | +12.3% | -34.8% | +47.0% | +16.8% |
| 6M | -3.1% | -24.8% | +21.7% | -1.6% |
| YTD | +10.7% | +12.2% | -1.6% | +5.9% |
| 1Y | +28.4% | +94.0% | -65.6% | +12.1% |
| 3Y | +147.1% | +31.3% | +115.8% | +119.5% |
| All | +169.3% | +114.2% | +55.1% | +107.2% |
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