+792.7%
RVMD vs LBRT
-38.0%
+830.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.4% | +2.9% | +7.4% |
| 7D | +0.5% | -29.1% | +29.7% | +5.4% |
| 30D | -4.3% | -38.4% | +34.1% | +2.2% |
| 3M | -2.8% | -40.1% | +37.3% | +3.9% |
| 6M | +27.3% | -62.9% | +90.2% | +45.0% |
| YTD | +141.4% | -34.5% | +175.9% | +145.9% |
| 1Y | +213.3% | -30.2% | +243.5% | +214.4% |
| 3Y | +792.7% | -37.5% | +830.1% | +738.7% |
| All | +792.7% | -38.0% | +830.7% | +738.7% |
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