+286.7%
SMH vs LBRT
+27.1%
+259.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.9% | -2.7% | +0.3% |
| 7D | +5.2% | +6.9% | -1.7% | +3.7% |
| 30D | -1.5% | +7.8% | -9.3% | -3.3% |
| 3M | -4.1% | -25.3% | +21.2% | +1.1% |
| 6M | +50.8% | -19.6% | +70.3% | +55.4% |
| YTD | +59.3% | +17.2% | +42.2% | +50.6% |
| 1Y | +94.1% | +114.1% | -20.0% | +58.6% |
| 3Y | +286.7% | +27.0% | +259.7% | +249.3% |
| All | +286.7% | +27.1% | +259.6% | +249.3% |
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