+19.0%
SMCI vs LBRT
-28.0%
+46.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +3.3% | +6.2% | +8.6% |
| 7D | +2.8% | -1.9% | +4.7% | +3.3% |
| 30D | -23.9% | -32.0% | +8.1% | -16.3% |
| 3M | -3.7% | -39.7% | +36.0% | +8.6% |
| 6M | -9.2% | -61.1% | +51.9% | +11.1% |
| YTD | +4.0% | -29.4% | +33.3% | +8.4% |
| 1Y | -21.6% | -24.5% | +2.8% | -19.9% |
| All | +19.0% | -28.0% | +46.9% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling