+412.7%
SNPS vs LBRT
-19.0%
+431.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -1.2% |
| 7D | -0.6% | -15.7% | +15.0% | +0.9% |
| 30D | -9.8% | -34.3% | +24.5% | -6.2% |
| 3M | +11.7% | -40.6% | +52.4% | +17.2% |
| 6M | -10.9% | -62.0% | +51.1% | -3.0% |
| YTD | -2.1% | -31.6% | +29.5% | +0.2% |
| 1Y | +14.8% | -25.8% | +40.6% | +16.4% |
| 3Y | -11.3% | -30.4% | +19.0% | -11.7% |
| 5Y | +36.2% | +18.7% | +17.6% | +27.0% |
| All | +412.7% | -19.0% | +431.7% | +320.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling