-10.1%
SOUN vs LBRT
+31.4%
-41.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.4% |
| 7D | -5.2% | +8.7% | -13.9% | -7.3% |
| 30D | +4.8% | +6.6% | -1.8% | +2.7% |
| 3M | -15.9% | -34.5% | +18.6% | -7.3% |
| 6M | -17.4% | -24.5% | +7.1% | -14.4% |
| YTD | -32.4% | +12.7% | -45.1% | -38.5% |
| 1Y | -49.3% | +94.8% | -144.1% | -62.5% |
| 3Y | +167.5% | +31.9% | +135.6% | +119.5% |
| All | -10.1% | +31.4% | -41.6% | -8.5% |
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