+147.3%
RTX vs LBRT
+13.8%
+133.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.4% | +5.4% | +2.4% |
| 7D | -1.7% | -15.7% | +13.9% | -0.2% |
| 30D | +7.7% | -34.3% | +42.0% | +11.8% |
| 3M | -10.3% | -40.6% | +30.3% | -6.1% |
| 6M | +14.6% | -62.0% | +76.6% | +25.4% |
| YTD | +10.4% | -31.6% | +42.0% | +10.2% |
| 1Y | +13.5% | -25.8% | +39.3% | +11.8% |
| 3Y | +158.6% | -30.4% | +189.0% | +145.7% |
| 5Y | +147.3% | +18.7% | +128.6% | +101.1% |
| All | +147.3% | +13.8% | +133.4% | +101.1% |
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