-72.8%
SOUN vs LBRT
-23.3%
-49.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.2% | -8.1% | -7.9% |
| 7D | -15.5% | +13.8% | -29.3% | -16.0% |
| 30D | -26.2% | -32.4% | +6.2% | -24.6% |
| 3M | -51.4% | -39.9% | -11.5% | -50.0% |
| 6M | -55.3% | -60.8% | +5.5% | -53.5% |
| YTD | -63.9% | -29.3% | -34.6% | -68.3% |
| 1Y | -72.8% | -18.9% | -53.9% | -79.6% |
| All | -72.8% | -23.3% | -49.5% | -79.6% |
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