+306.3%
SPMO vs LBRT
-15.3%
+321.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.7% |
| 7D | +6.3% | +9.2% | -2.8% | +5.2% |
| 30D | -8.9% | -27.5% | +18.7% | -5.6% |
| 3M | -13.2% | -37.9% | +24.7% | -8.7% |
| 6M | -9.3% | -60.7% | +51.4% | 0.0% |
| YTD | +11.6% | -28.5% | +40.1% | +14.1% |
| 1Y | +13.4% | -13.2% | +26.6% | +13.4% |
| 3Y | +122.9% | -28.8% | +151.7% | +121.2% |
| 5Y | +113.9% | +28.0% | +86.0% | +95.9% |
| All | +306.3% | -15.3% | +321.7% | +235.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling