+32.6%
SOLS vs LBRT
-25.0%
+57.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -11.2% | +4.7% | -4.4% |
| 7D | -8.8% | -25.3% | +16.6% | -3.9% |
| 30D | -0.6% | -32.9% | +32.3% | +6.1% |
| 3M | -9.0% | -33.3% | +24.3% | -2.7% |
| 6M | -28.7% | -61.0% | +32.3% | -19.7% |
| YTD | +19.2% | -28.0% | +47.2% | +25.2% |
| 1Y | +32.6% | -21.5% | +54.1% | +39.0% |
| All | +32.6% | -25.0% | +57.6% | +39.0% |
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