+174.3%
SEI vs LBRT
+119.0%
+55.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.1% | +2.7% | +4.2% |
| 7D | +28.2% | +10.2% | +18.1% | +22.5% |
| 30D | +15.5% | +4.9% | +10.6% | +13.2% |
| 3M | -1.4% | -21.2% | +19.9% | +8.3% |
| 6M | +37.4% | -19.9% | +57.4% | +49.6% |
| YTD | +47.8% | +20.8% | +27.0% | +38.8% |
| 1Y | +174.3% | +123.5% | +50.8% | +121.6% |
| All | +174.3% | +119.0% | +55.3% | +121.6% |
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