+120.1%
SPOT vs LBRT
+28.1%
+92.0%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +2.3% |
| 7D | +1.6% | +9.2% | -7.6% | +1.0% |
| 30D | +16.9% | -27.5% | +44.4% | +18.9% |
| 3M | +23.0% | -37.9% | +60.8% | +26.2% |
| 6M | +42.2% | -60.7% | +102.9% | +51.4% |
| YTD | +5.5% | -28.5% | +34.0% | +4.4% |
| 1Y | -5.1% | -13.2% | +8.1% | -8.4% |
| 3Y | +257.9% | -28.8% | +286.7% | +241.2% |
| All | +120.1% | +28.1% | +92.0% | +78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling