+32.1%
SOLS vs LBRT
+32.3%
-0.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.5% | +2.4% | +3.6% |
| 7D | +0.3% | +8.7% | -8.4% | -0.9% |
| 30D | +2.1% | +6.6% | -4.5% | +1.2% |
| 3M | -24.1% | -34.5% | +10.3% | -20.4% |
| 6M | -15.0% | -24.5% | +9.5% | -13.0% |
| YTD | +31.6% | +12.7% | +18.9% | +26.2% |
| All | +32.1% | +32.3% | -0.2% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling