+146.2%
SN vs LBRT
-23.4%
+169.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | +0.3% |
| 7D | +3.5% | -1.9% | +5.4% | +3.4% |
| 30D | +19.4% | -32.0% | +51.5% | +18.1% |
| 3M | +20.9% | -39.7% | +60.6% | +19.4% |
| 6M | +111.1% | -61.1% | +172.2% | +108.8% |
| YTD | +102.8% | -29.4% | +132.2% | +85.0% |
| 1Y | +146.2% | -24.5% | +170.6% | +120.9% |
| All | +146.2% | -23.4% | +169.6% | +120.9% |
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