-45.9%
RUN vs LBRT
+101.6%
-147.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.6% |
| 7D | +1.3% | +8.7% | -7.5% | +0.5% |
| 30D | -15.3% | +6.6% | -21.9% | -15.8% |
| 3M | -40.0% | -34.5% | -5.5% | -38.4% |
| 6M | -27.0% | -24.5% | -2.5% | -25.7% |
| YTD | -51.7% | +12.7% | -64.4% | -53.2% |
| 1Y | -45.9% | +94.8% | -140.7% | -48.8% |
| All | -45.9% | +101.6% | -147.5% | -48.8% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling