+29.7%
SMH vs LBRT
-30.8%
+60.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.4% | -1.7% | +2.0% |
| 7D | -11.2% | -29.1% | +17.9% | -2.7% |
| 30D | -25.8% | -38.4% | +12.6% | -15.8% |
| 3M | -18.8% | -40.1% | +21.2% | -7.6% |
| 6M | -15.6% | -62.9% | +47.3% | +6.0% |
| YTD | +28.8% | -34.5% | +63.4% | +37.4% |
| All | +29.7% | -30.8% | +60.5% | +35.9% |
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