+179.0%
SHEL vs LBRT
+115.1%
+63.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.3% |
| 7D | +2.2% | +8.7% | -6.5% | +0.2% |
| 30D | +6.8% | +6.6% | +0.2% | +4.9% |
| 3M | +8.1% | -34.5% | +42.6% | +18.0% |
| 6M | +14.4% | -24.5% | +38.9% | +19.7% |
| YTD | +30.0% | +12.7% | +17.2% | +21.4% |
| 1Y | +33.3% | +94.8% | -61.5% | +4.5% |
| 3Y | +66.4% | +31.9% | +34.6% | +36.6% |
| All | +179.0% | +115.1% | +63.8% | +77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling