+43.3%
SHEL vs LBRT
-25.0%
+68.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -11.2% | +9.0% | -1.1% |
| 7D | -3.2% | -25.3% | +22.2% | -0.5% |
| 30D | +5.5% | -32.9% | +38.4% | +9.6% |
| 3M | +14.4% | -33.3% | +47.7% | +18.6% |
| 6M | +16.2% | -61.0% | +77.1% | +27.9% |
| YTD | +42.4% | -28.0% | +70.4% | +45.7% |
| 1Y | +43.3% | -21.5% | +64.8% | +46.2% |
| All | +43.3% | -25.0% | +68.3% | +46.2% |
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