+270.1%
SIMO vs LBRT
+115.1%
+155.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.5% | +7.2% | +8.4% |
| 7D | +4.2% | +8.7% | -4.5% | +2.7% |
| 30D | +4.1% | +6.6% | -2.5% | +2.9% |
| 3M | -12.9% | -34.5% | +21.6% | -7.3% |
| 6M | +110.3% | -24.5% | +134.8% | +118.5% |
| YTD | +178.6% | +12.7% | +165.9% | +170.7% |
| 1Y | +220.0% | +94.8% | +125.1% | +185.3% |
| 3Y | +409.0% | +31.9% | +377.2% | +367.6% |
| All | +270.1% | +115.1% | +155.0% | +215.5% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling