+863.0%
SOXX vs LBRT
+35.9%
+827.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.7% |
| 7D | +1.4% | +1.8% | -0.4% | +1.0% |
| 30D | -3.6% | -2.5% | -1.1% | -3.2% |
| 3M | -10.2% | -24.9% | +14.7% | -6.1% |
| 6M | +54.2% | -29.5% | +83.7% | +62.3% |
| YTD | +75.2% | +14.7% | +60.5% | +68.7% |
| 1Y | +107.5% | +91.7% | +15.8% | +80.9% |
| 3Y | +226.8% | +24.6% | +202.1% | +197.7% |
| 5Y | +251.2% | +127.7% | +123.5% | +180.0% |
| All | +863.0% | +35.9% | +827.1% | +586.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling