+0.4%
SLV vs LBRT
-23.4%
+23.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.9% | +0.2% |
| 7D | -1.1% | -1.9% | +0.8% | -1.1% |
| 30D | -14.2% | -32.0% | +17.9% | -12.2% |
| 3M | -20.3% | -39.7% | +19.4% | -17.9% |
| 6M | -40.2% | -61.1% | +20.9% | -37.9% |
| YTD | -27.6% | -29.4% | +1.8% | -24.9% |
| 1Y | +0.4% | -24.5% | +24.9% | +6.4% |
| All | +0.4% | -23.4% | +23.8% | +6.4% |
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