+158.9%
SN vs LBRT
-25.0%
+183.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -11.2% | +15.3% | +3.6% |
| 7D | +10.6% | -25.3% | +36.0% | +9.6% |
| 30D | +20.0% | -32.9% | +52.9% | +18.7% |
| 3M | +30.4% | -33.3% | +63.7% | +29.0% |
| 6M | +91.0% | -61.0% | +151.9% | +88.8% |
| YTD | +95.9% | -28.0% | +123.9% | +80.2% |
| 1Y | +158.9% | -21.5% | +180.4% | +133.8% |
| All | +158.9% | -25.0% | +183.9% | +133.8% |
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