+31.9%
SOLS vs LBRT
-16.9%
+48.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +8.1% | +1.6% | +7.9% |
| 7D | +8.0% | -11.9% | +19.9% | +10.5% |
| 30D | +3.7% | -31.9% | +35.7% | +10.6% |
| 3M | +4.6% | -34.9% | +39.4% | +12.3% |
| 6M | -18.5% | -60.7% | +42.2% | -7.3% |
| YTD | +31.4% | -29.2% | +60.6% | +36.1% |
| 1Y | +34.5% | -23.6% | +58.1% | +36.6% |
| All | +31.9% | -16.9% | +48.8% | +32.0% |
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 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