+33.8%
SHEL vs LBRT
-23.3%
+57.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -1.6% | +13.8% | -15.4% | -2.9% |
| 30D | -4.3% | -32.4% | +28.1% | -0.8% |
| 3M | +10.4% | -39.9% | +50.3% | +15.7% |
| 6M | +17.5% | -60.8% | +78.4% | +29.3% |
| YTD | +37.8% | -29.3% | +67.1% | +40.7% |
| 1Y | +33.8% | -18.9% | +52.7% | +34.8% |
| All | +33.8% | -23.3% | +57.1% | +34.8% |
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 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