+285.9%
SEI vs LBRT
+34.6%
+251.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.9% | +0.7% | -2.2% |
| 7D | +20.7% | +2.3% | +18.3% | +19.6% |
| 30D | +9.1% | -2.9% | +12.0% | +11.3% |
| 3M | -6.0% | -26.1% | +20.1% | +8.3% |
| 6M | +18.9% | -26.2% | +45.1% | +36.0% |
| YTD | +40.1% | +13.7% | +26.5% | +29.3% |
| 1Y | +120.6% | +93.6% | +27.1% | +50.5% |
| 3Y | +562.1% | +23.2% | +538.9% | +474.5% |
| 5Y | +954.5% | +125.5% | +828.9% | +582.5% |
| All | +285.9% | +34.6% | +251.3% | +142.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling