+109.7%
SEI vs LBRT
+100.7%
+9.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.0% | +2.4% | +2.9% |
| 7D | +10.2% | +8.3% | +2.0% | +5.9% |
| 30D | -1.0% | +6.1% | -7.2% | -3.7% |
| 3M | -27.9% | -34.8% | +6.8% | -13.4% |
| 6M | +10.4% | -24.8% | +35.2% | +23.8% |
| YTD | +20.1% | +12.2% | +7.9% | +16.4% |
| 1Y | +109.7% | +94.0% | +15.7% | +81.0% |
| All | +109.7% | +100.7% | +9.0% | +81.0% |
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