+32.1%
SOLS vs LBRT
+31.7%
+0.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.7% |
| 7D | +0.3% | +8.3% | -7.9% | -0.8% |
| 30D | +2.1% | +6.1% | -4.0% | +1.3% |
| 3M | -24.1% | -34.8% | +10.6% | -20.3% |
| 6M | -15.0% | -24.8% | +9.9% | -12.9% |
| YTD | +31.6% | +12.2% | +19.4% | +26.3% |
| All | +32.1% | +31.7% | +0.4% | +22.5% |
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