+776.8%
RVMD vs LBRT
-27.1%
+803.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.5% |
| 7D | -10.4% | +9.2% | -19.6% | -11.7% |
| 30D | -11.0% | -27.5% | +16.6% | -7.2% |
| 3M | -14.7% | -37.9% | +23.2% | -9.4% |
| 6M | +14.9% | -60.7% | +75.6% | +29.6% |
| YTD | +116.3% | -28.5% | +144.8% | +117.2% |
| 1Y | +167.6% | -13.2% | +180.8% | +159.1% |
| 3Y | +776.8% | -28.8% | +805.6% | +702.3% |
| All | +776.8% | -27.1% | +803.9% | +702.3% |
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 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