-2.2%
SPOT vs LBRT
-25.2%
+23.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.1% | -7.1% | +2.1% |
| 7D | +2.5% | -11.9% | +14.5% | +0.9% |
| 30D | +15.1% | -31.9% | +47.1% | +10.3% |
| 3M | +24.8% | -34.9% | +59.6% | +19.2% |
| 6M | +45.8% | -60.7% | +106.4% | +35.7% |
| YTD | +4.9% | -29.2% | +34.1% | -0.7% |
| All | -2.2% | -25.2% | +23.0% | -7.1% |
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