+219.1%
RVMD vs LBRT
-25.2%
+244.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.1% | -4.0% | +3.1% |
| 7D | +6.4% | -11.9% | +18.3% | +7.2% |
| 30D | +5.5% | -31.9% | +37.4% | +8.1% |
| 3M | -2.4% | -34.9% | +32.4% | +0.2% |
| 6M | +41.1% | -60.7% | +101.8% | +50.3% |
| YTD | +151.3% | -29.2% | +180.5% | +140.3% |
| All | +219.1% | -25.2% | +244.3% | +197.3% |
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