+56.5%
SCHD vs LBRT
+27.1%
+29.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.1% | -1.5% |
| 7D | -1.1% | +6.9% | -8.1% | -1.8% |
| 30D | +1.5% | +7.8% | -6.3% | +0.7% |
| 3M | +7.4% | -25.3% | +32.7% | +9.9% |
| 6M | +12.4% | -19.6% | +31.9% | +13.5% |
| YTD | +27.5% | +17.2% | +10.4% | +22.8% |
| 1Y | +30.0% | +114.1% | -84.1% | +14.2% |
| 3Y | +56.5% | +27.0% | +29.5% | +41.7% |
| All | +56.5% | +27.1% | +29.4% | +41.7% |
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