+174.0%
SOUN vs LBRT
+26.0%
+148.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.4% |
| 7D | -5.2% | +8.7% | -13.9% | -7.5% |
| 30D | +4.8% | +6.6% | -1.8% | +2.4% |
| 3M | -15.9% | -34.5% | +18.6% | -6.2% |
| 6M | -17.4% | -24.5% | +7.1% | -14.3% |
| YTD | -32.4% | +12.7% | -45.1% | -40.1% |
| 1Y | -49.3% | +94.8% | -144.1% | -65.5% |
| All | +174.0% | +26.0% | +148.0% | +114.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling