+10.7%
SNDU vs LBRT
-55.1%
+65.8%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -11.2% | -4.6% | -3.8% |
| 7D | -48.0% | -25.3% | -22.7% | -28.1% |
| 30D | -66.4% | -32.9% | -33.5% | -48.2% |
| 3M | -58.7% | -33.3% | -25.4% | -35.5% |
| 6M | -68.6% | -61.0% | -7.6% | -32.7% |
| All | +10.7% | -55.1% | +65.8% | +152.3% |
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 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