-81.6%
SMR vs LBRT
-27.7%
-53.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.6% | -2.8% |
| 7D | -2.8% | -15.7% | +12.9% | +2.6% |
| 30D | -27.5% | -34.3% | +6.8% | -18.0% |
| 3M | -43.1% | -40.6% | -2.5% | -34.0% |
| 6M | -58.4% | -62.0% | +3.6% | -45.3% |
| YTD | -63.2% | -31.6% | -31.5% | -67.4% |
| 1Y | -81.6% | -25.8% | -55.8% | -85.0% |
| All | -81.6% | -27.7% | -53.9% | -85.0% |
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