+113.7%
SLV vs LBRT
+16.1%
+97.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.1% | -5.4% | +2.0% |
| 7D | +5.6% | -11.9% | +17.6% | +6.5% |
| 30D | -12.1% | -31.9% | +19.8% | -9.5% |
| 3M | -16.3% | -34.9% | +18.6% | -13.5% |
| 6M | -34.1% | -60.7% | +26.6% | -29.1% |
| YTD | -25.3% | -29.2% | +3.9% | -24.3% |
| 1Y | +9.6% | -23.6% | +33.2% | +10.2% |
| 3Y | +132.7% | -26.8% | +159.5% | +130.8% |
| 5Y | +113.7% | +16.3% | +97.3% | +103.2% |
| All | +113.7% | +16.1% | +97.5% | +103.2% |
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 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